See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,982 | $60,165-15.3% | $74,183-31.3% | $55,167-7.6% |
| Participation rate | 91.0% | 74.2%+16.8pp | 76.6%+14.4pp | 69.0%+22.0pp |
| Annual return | 7.81% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $839 | $1,600-47.5% | $2,370-64.6% | $1,963-57.2% |
| Participant deferral / active EE | $1,923 | $2,973-35.3% | $3,550-45.8% | $3,054-37.0% |
| Admin fee / account holder | $24 | $419-94.4% | $5,586-99.6% | $504-95.3% |