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 | $4,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,447 | $237,565-62.8% | $141,162-37.3% | - |
| Participation rate | 98.0% | 70.1%+27.8pp | 82.5%+15.5pp | - |
| Annual return | 23.18% | 19.47%+3.7pp | 71.39%-48.2pp | - |
| Employer contribution / active EE | $6,054 | $2,430+149.1% | $4,735+27.9% | - |
| Participant deferral / active EE | $7,729 | $5,165+49.6% | $6,709+15.2% | - |
| Admin fee / account holder | $26 | $15,211-99.8% | $10,261-99.7% | - |