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 | $16,040 |
Service code 27 · EIN 46-3259931 | Advisory (Plan) | $8,473 |
Annual investment return 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 | $62,452 | $58,512+6.7% | $84,015-25.7% | $72,985-14.4% |
| Participation rate | 74.2% | 61.2%+13.0pp | 69.0%+5.2pp | 69.5%+4.7pp |
| Annual return | 16.26% | 28.93%-12.7pp | 71.31%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,377 | $1,163+18.4% | $1,983-30.6% | $2,440-43.6% |
| Participant deferral / active EE | $3,619 | $2,394+51.2% | $3,239+11.8% | $3,607+0.3% |
| Admin fee / account holder | $253 | $4,569-94.5% | $6,101-95.9% | $5,124-95.1% |