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 DIRECT3+ years Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $62,603 |
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 | $47,347 | $82,546-42.6% | $140,016-66.2% | $75,289-37.1% |
| Participation rate | 93.3% | 88.4%+4.9pp | 87.5%+5.8pp | 72.4%+20.8pp |
| Annual return | 38.24% | -0.36%+38.6pp | 651.12%-612.9pp | -0.04%+38.3pp |
| Employer contribution / active EE | $1,627 | $3,856-57.8% | $5,606-71.0% | $2,405-32.4% |
| Participant deferral / active EE | $5,236 | $5,731-8.6% | $6,927-24.4% | $3,739+40.1% |
| Admin fee / account holder | $44 | $86-49.2% | $10,705-99.6% | $102-57.4% |