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 39-6040276 | Recordkeeping Fees | $3,335 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,639 | $44,873-56.2% | $79,464-75.3% | $56,287-65.1% |
| Participation rate | 76.0% | 68.7%+7.3pp | 73.3%+2.7pp | 69.9%+6.2pp |
| Annual return | -5.52% | 0.81%-6.3pp | 718.14%-723.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,175 | $2,140-45.1% | $2,800-58.0% | $2,111-44.3% |
| Participant deferral / active EE | $2,299 | $2,746-16.3% | $3,704-37.9% | $3,350-31.4% |
| Admin fee / account holder | $35 | $418-91.6% | $5,113-99.3% | $521-93.3% |