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 | $3,900 |
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 | $56,239 | $64,909-13.4% | $82,313-31.7% | $62,292-9.7% |
| Participation rate | 91.5% | 74.9%+16.7pp | 76.9%+14.6pp | 69.5%+22.0pp |
| Annual return | 15.11% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $973 | $1,676-41.9% | $2,428-59.9% | $2,042-52.3% |
| Participant deferral / active EE | $2,268 | $3,103-26.9% | $3,706-38.8% | $3,169-28.4% |
| Admin fee / account holder | $26 | $440-94.2% | $5,608-99.5% | $479-94.6% |