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 9-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 | $2,700 |
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 | $57,578 | $65,395-12.0% | $182,532-68.5% | $72,985-21.1% |
| Participation rate | 96.1% | 65.4%+30.6pp | 78.0%+18.1pp | 69.5%+26.6pp |
| Annual return | 22.72% | 27.68%-5.0pp | 148.54%-125.8pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,955 | $1,911+2.3% | $4,076-52.0% | $2,440-19.9% |
| Participant deferral / active EE | $11,345 | $3,563+218.4% | $5,524+105.4% | $3,607+214.5% |
| Admin fee / account holder | $23 | $4,245-99.5% | $8,592-99.7% | $5,124-99.5% |