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 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $16,463 |
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 | $36,763 | $52,953-30.6% | $172,739-78.7% | $65,185-43.6% |
| Participation rate | 84.2% | 66.2%+18.0pp | 82.6%+1.5pp | 70.2%+14.0pp |
| Annual return | 19.99% | 30.12%-10.1pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,336 | $2,190+6.7% | $5,143-54.6% | $2,177+7.3% |
| Participant deferral / active EE | $2,804 | $2,471+13.5% | $5,198-46.1% | $3,514-20.2% |
| Admin fee / account holder | $54 | $472-88.6% | $13,954-99.6% | $847-93.7% |