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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $17,408 |
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 | $28,502 | $61,616-53.7% | $105,722-73.0% | $55,167-48.3% |
| Participation rate | 92.8% | 72.9%+19.8pp | 78.9%+13.8pp | 69.0%+23.8pp |
| Annual return | 7.47% | 11.15%-3.7pp | 12.25%-4.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,858 | $3,043-38.9% | $4,079-54.5% | $1,963-5.3% |
| Participant deferral / active EE | $2,432 | $4,213-42.3% | $5,326-54.3% | $3,054-20.4% |
| Admin fee / account holder | $115 | $379-69.7% | $8,308-98.6% | $504-77.3% |