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 15 · EIN 13-3689044 | Recordkeeping | $89,720 |
Filed as: AMERITAS INVESTMENT CORP Service code 22 · EIN 47-0663374 | Insurance Broker | $49,923 |
Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $17,454 |
Filed as: RETIREMENT STRATEGIES INC. Service code 15 | Recordkeeping | $1,226 |
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 | $65,937 | $62,267+5.9% | $110,238-40.2% | $55,725+18.3% |
| Participation rate | 99.7% | 78.1%+21.5pp | 79.8%+19.8pp | 70.9%+28.8pp |
| Annual return | 12.12% | -1.07%+13.2pp | 314.74%-302.6pp | 244.93%-232.8pp |
| Employer contribution / active EE | $7,556 | $1,941+289.2% | $3,826+97.5% | $2,078+263.6% |
| Participant deferral / active EE | $7,291 | $3,516+107.4% | $4,672+56.1% | $3,356+117.3% |
| Admin fee / account holder | $212 | $121+75.2% | $8,547-97.5% | $115+83.9% |