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 71-0294708 | Recordkeeping Fees | $2,700 |
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 | $62,790 | $73,102-14.1% | $123,544-49.2% | $56,287+11.6% |
| Participation rate | 99.2% | 74.3%+24.9pp | 82.3%+16.9pp | 69.9%+29.3pp |
| Annual return | -6.15% | 3.01%-9.2pp | 119.20%-125.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $5,579 | $2,977+87.4% | $4,628+20.5% | $2,111+164.3% |
| Participant deferral / active EE | $6,322 | $5,423+16.6% | $6,426-1.6% | $3,350+88.7% |
| Admin fee / account holder | $13 | $554-97.6% | $9,284-99.9% | $521-97.4% |