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 47-0259043 | Recordkeeping | $30,074 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $97,137 | $98,982-1.9% | $162,163-40.1% | $65,185+49.0% |
| Participation rate | 87.1% | 85.8%+1.3pp | 87.6%-0.5pp | 70.2%+16.9pp |
| Annual return | 24.85% | 24.84%0pp | 115.59%-90.7pp | 29.38%-4.5pp |
| Employer contribution / active EE | $2,895 | $3,467-16.5% | $5,614-48.4% | $2,177+33.0% |
| Participant deferral / active EE | $3,586 | $5,384-33.4% | $7,298-50.9% | $3,514+2.1% |
| Admin fee / account holder | $239 | $596-60.0% | $10,843-97.8% | $847-71.8% |