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 | $9,350 |
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 | $78,591 | $37,591+109.1% | $90,645-13.3% | $55,725+41.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.0%+16.9pp | 70.9%+20.1pp |
| Annual return | -0.60% | -3.20%+2.6pp | 1.88%-2.5pp | 244.93%-245.5pp |
| Employer contribution / active EE | $3,763 | $1,302+189.0% | $2,532+48.6% | $2,078+81.1% |
| Participant deferral / active EE | $4,542 | $2,643+71.8% | $3,425+32.6% | $3,356+35.4% |
| Admin fee / account holder | $26 | $100-73.7% | $4,994-99.5% | $115-77.2% |