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 15 · EIN 01-0233346 | Recordkeeping | $57,665 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,605 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,157 | $61,156+98.1% | $185,823-34.8% | $79,386+52.6% |
| Participation rate | 72.3% | 66.6%+5.7pp | 81.7%-9.4pp | 70.7%+1.6pp |
| Annual return | 13.62% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $3,859 | $2,321+66.3% | $5,167-25.3% | $2,427+59.0% |
| Participant deferral / active EE | $7,246 | $2,789+159.8% | $5,568+30.1% | $4,046+79.1% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |