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 |
|---|---|---|
RETIREMENT DIRECT2+ years Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $58,163 |
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 | $48,700 | $81,537-40.3% | $149,718-67.5% | $69,631-30.1% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.1%+7.6pp | 70.7%+24.0pp |
| Annual return | 31.72% | 22.79%+8.9pp | 1501.63%-1469.9pp | 27571.02%-27539.3pp |
| Employer contribution / active EE | $1,705 | $3,239-47.4% | $5,445-68.7% | $2,032-16.1% |
| Participant deferral / active EE | $5,139 | $4,994+2.9% | $6,569-21.8% | $3,224+59.4% |
| Admin fee / account holder | $57 | $107-46.9% | $11,283-99.5% | $110-48.6% |