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 | $16,822 |
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 | $30,046 | $66,180-54.6% | $118,746-74.7% | $62,292-51.8% |
| Participation rate | 88.4% | 71.3%+17.1pp | 78.3%+10.2pp | 69.5%+18.9pp |
| Annual return | 13.83% | 60.89%-47.1pp | 24.54%-10.7pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,677 | $3,183-47.3% | $4,193-60.0% | $2,042-17.9% |
| Participant deferral / active EE | $2,172 | $4,247-48.9% | $5,332-59.3% | $3,169-31.5% |
| Admin fee / account holder | $96 | $753-87.2% | $10,720-99.1% | $479-79.9% |