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 12 · EIN 48-1205033 | Recordkeeping fees; Recordkeeping and... | $4,184 |
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 | $52,385 | $43,327+20.9% | $59,878-12.5% | $64,186-18.4% |
| Participation rate | 76.7% | 69.2%+7.5pp | 74.7%+2.0pp | 69.6%+7.1pp |
| Annual return | 11.08% | -1.55%+12.6pp | 3.46%+7.6pp | 7.63%+3.4pp |
| Employer contribution / active EE | $1,551 | $2,028-23.5% | $2,722-43.0% | $2,381-34.9% |
| Participant deferral / active EE | $2,162 | $2,546-15.1% | $3,402-36.4% | $3,470-37.7% |
| Admin fee / account holder | $48 | $3,005-98.4% | $3,590-98.7% | $4,888-99.0% |