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 04-2647786 | Recordkeeping Fees | $19,741 |
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 | $41,579 | $66,124-37.1% | $90,404-54.0% | $73,488-43.4% |
| Participation rate | 94.7% | 69.7%+25.0pp | 72.7%+22.0pp | 70.7%+24.0pp |
| Annual return | 15.27% | 17.65%-2.4pp | 1293.02%-1277.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,901 | $2,346+23.7% | $3,262-11.1% | $2,270+27.8% |
| Participant deferral / active EE | $1,150 | $3,039-62.1% | $3,963-71.0% | $3,740-69.2% |
| Admin fee / account holder | $104 | $396-73.7% | $5,611-98.1% | $513-79.7% |