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 |
|---|---|---|
PKF OCONNOR DAVIES1+ years Filed as: PKF OCONNOR DAVIES, LLP Service code 64 · EIN 27-1728945 | Recordkeeping Fees | $9,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,230 |
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 | $115,097 | $57,108+101.5% | $94,224+22.2% | $52,331+119.9% |
| Participation rate | 77.0% | 72.9%+4.1pp | 78.8%-1.8pp | 68.1%+8.9pp |
| Annual return | 2.68% | 1.47%+1.2pp | 10.68%-8.0pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,129 | $1,735-34.9% | $3,587-68.5% | $1,882-40.0% |
| Participant deferral / active EE | $6,629 | $3,040+118.1% | $4,320+53.4% | $3,022+119.3% |
| Admin fee / account holder | $68 | $546-87.5% | $6,269-98.9% | $592-88.5% |