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 15 · EIN 13-3689044 | Recordkeeping | $49,281 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $9,832 |
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 | $38,271 | $35,485+7.9% | $74,550-48.7% | $55,725-31.3% |
| Participation rate | 78.4% | 62.5%+15.9pp | 69.1%+9.2pp | 70.9%+7.5pp |
| Annual return | 0.94% | 0.72%+0.2pp | 32.53%-31.6pp | 244.93%-244.0pp |
| Employer contribution / active EE | $879 | $777+13.1% | $1,961-55.2% | $2,078-57.7% |
| Participant deferral / active EE | $3,126 | $2,181+43.4% | $3,108+0.6% | $3,356-6.8% |
| Admin fee / account holder | $79 | $114-30.9% | $5,060-98.4% | $115-31.4% |