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 04-2647786 | Recordkeeping Fees | $14,015 |
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 | $104,101 | $73,638+41.4% | $95,952+8.5% | $73,488+41.7% |
| Participation rate | 81.1% | 76.2%+5.0pp | 77.1%+4.1pp | 70.7%+10.5pp |
| Annual return | 15.70% | 16.78%-1.1pp | 91.61%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,398 | $1,863-24.9% | $2,541-45.0% | $2,270-38.4% |
| Participant deferral / active EE | $4,855 | $3,617+34.2% | $4,167+16.5% | $3,740+29.8% |
| Admin fee / account holder | $104 | $482-78.5% | $6,795-98.5% | $513-79.8% |