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 | $3,344 |
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 | $31,212 | $46,072-32.3% | $70,014-55.4% | $55,167-43.4% |
| Participation rate | 96.1% | 67.5%+28.6pp | 71.8%+24.2pp | 69.0%+27.1pp |
| Annual return | 9.52% | 8.68%+0.8pp | 12.99%-3.5pp | 169.23%-159.7pp |
| Employer contribution / active EE | $1,417 | $1,500-5.5% | $2,338-39.4% | $1,963-27.8% |
| Participant deferral / active EE | $1,382 | $2,344-41.0% | $2,931-52.8% | $3,054-54.7% |
| Admin fee / account holder | $21 | $428-95.1% | $4,380-99.5% | $504-95.9% |