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 | $2,450 |
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 | $102,908 | $86,332+19.2% | $125,175-17.8% | $65,185+57.9% |
| Participation rate | 86.5% | 75.3%+11.2pp | 79.8%+6.7pp | 70.2%+16.3pp |
| Annual return | 22.23% | 27.43%-5.2pp | 43.79%-21.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,270 | $2,040+11.3% | $3,865-41.3% | $2,177+4.3% |
| Participant deferral / active EE | $5,244 | $3,537+48.2% | $4,937+6.2% | $3,514+49.2% |
| Admin fee / account holder | $16 | $609-97.4% | $9,702-99.8% | $847-98.1% |