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 48-1205033 | Recordkeeping | $17,198 |
Filed as: BARNES DENNIG & CO., INC. Service code 10 · EIN 31-1119890 | Accounting | $9,400 |
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 | $48,261 | $91,190-47.1% | $178,490-73.0% | $79,858-39.6% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.3pp |
| Annual return | 15.30% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $990 | $3,256-69.6% | $5,011-80.2% | $2,471-59.9% |
| Participant deferral / active EE | $2,367 | $3,236-26.9% | $5,202-54.5% | $3,740-36.7% |
| Admin fee / account holder | $186 | $6,751-97.2% | $13,984-98.7% | $5,306-96.5% |