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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $24,090 |
TRI-STAR TRUST BANK1+ years Service code 27 · EIN 38-3563619 | Advisory (Plan) | $23,798 |
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 | $44,493 | $54,320-18.1% | $67,652-34.2% | $52,331-15.0% |
| Participation rate | 81.6% | 73.6%+8.0pp | 75.7%+5.9pp | 68.1%+13.5pp |
| Annual return | -0.39% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $738 | $1,544-52.2% | $2,266-67.4% | $1,882-60.8% |
| Participant deferral / active EE | $2,918 | $2,950-1.1% | $3,560-18.0% | $3,022-3.4% |
| Admin fee / account holder | $280 | $527-46.8% | $4,821-94.2% | $592-52.7% |