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 71-0294708 | Recordkeeping Fees | $3,144 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,145 | $71,192-14.1% | $117,854-48.1% | $62,292-1.8% |
| Participation rate | 85.0% | 74.2%+10.8pp | 79.7%+5.4pp | 69.5%+15.5pp |
| Annual return | 10.63% | 18.66%-8.0pp | 335.08%-324.4pp | 28.90%-18.3pp |
| Employer contribution / active EE | $3,532 | $1,934+82.7% | $3,786-6.7% | $2,042+73.0% |
| Participant deferral / active EE | $4,040 | $3,189+26.7% | $4,482-9.9% | $3,169+27.5% |
| Admin fee / account holder | $33 | $587-94.4% | $8,020-99.6% | $479-93.2% |