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 04-2647786 | Recordkeeping Fees | $11,812 |
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 | $93,059 | $84,936+9.6% | $111,297-16.4% | $79,386+17.2% |
| Participation rate | 91.4% | 75.9%+15.6pp | 77.3%+14.1pp | 70.7%+20.7pp |
| Annual return | 26.65% | 17.45%+9.2pp | 54.65%-28.0pp | 116.85%-90.2pp |
| Employer contribution / active EE | $758 | $1,979-61.7% | $2,731-72.2% | $2,427-68.8% |
| Participant deferral / active EE | $2,046 | $3,888-47.4% | $4,487-54.4% | $4,046-49.4% |
| Admin fee / account holder | $114 | $537-78.8% | $7,964-98.6% | $626-81.8% |