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 | $1,549 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,372 | $72,607-45.8% | $90,749-56.6% | $66,914-41.2% |
| Participation rate | 72.3% | 73.7%-1.4pp | 75.7%-3.4pp | 69.8%+2.5pp |
| Annual return | -15.90% | -12.28%-3.6pp | -12.16%-3.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $782 | $2,369-67.0% | $2,921-73.2% | $2,544-69.3% |
| Participant deferral / active EE | $3,956 | $3,977-0.5% | $4,564-13.3% | $4,237-6.6% |
| Admin fee / account holder | $52 | $707-92.7% | $8,445-99.4% | $593-91.3% |