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 | $7,500 |
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 | $23,519 | $33,745-30.3% | $64,105-63.3% | $55,191-57.4% |
| Participation rate | 70.0% | 59.4%+10.7pp | 68.2%+1.9pp | 69.2%+0.9pp |
| Annual return | 0.55% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $295 | $641-53.9% | $1,820-83.8% | $1,899-84.5% |
| Participant deferral / active EE | $1,867 | $1,929-3.2% | $2,822-33.8% | $3,046-38.7% |
| Admin fee / account holder | $8 | $94-91.6% | $4,499-99.8% | $91-91.3% |