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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $45,656 |
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 | $35,892 | $63,299-43.3% | $91,001-60.6% | $62,292-42.4% |
| Participation rate | 84.0% | 73.3%+10.7pp | 75.6%+8.4pp | 69.5%+14.5pp |
| Annual return | 13.03% | 20.99%-8.0pp | 4.60%+8.4pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,127 | $1,807-37.6% | $2,456-54.1% | $2,042-44.8% |
| Participant deferral / active EE | $3,515 | $2,943+19.5% | $3,547-0.9% | $3,169+10.9% |
| Admin fee / account holder | $287 | $468-38.6% | $5,417-94.7% | $479-40.1% |