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 15 · EIN 13-3689044 | Recordkeeping | $29,849 |
Filed as: BANK OF AMERICA N. A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $3,069 |
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 | $37,716 | $86,332-56.3% | $125,175-69.9% | $65,185-42.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 23.54% | 27.43%-3.9pp | 43.79%-20.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $2,171 | $2,040+6.4% | $3,865-43.8% | $2,177-0.3% |
| Participant deferral / active EE | $1,989 | $3,537-43.8% | $4,937-59.7% | $3,514-43.4% |
| Admin fee / account holder | $122 | $609-79.9% | $9,702-98.7% | $847-85.6% |