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 | $42,861 |
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 | $48,922 | $45,324+7.9% | $122,332-60.0% | $69,631-29.7% |
| Participation rate | 97.3% | 59.9%+37.3pp | 71.6%+25.6pp | 70.7%+26.6pp |
| Annual return | 18.05% | 25.35%-7.3pp | 30.27%-12.2pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,510 | $1,230+22.8% | $4,050-62.7% | $2,032-25.7% |
| Participant deferral / active EE | $5,496 | $2,367+132.2% | $3,287+67.2% | $3,224+70.5% |
| Admin fee / account holder | $98 | $87+12.5% | $5,478-98.2% | $110-11.4% |