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 | $38,273 |
KOCH ENTERPRISES INC1 year Filed as: KOCH SIEDHOFF AND DUNN Service code 10 · EIN 48-0922808 | Accounting | $25,350 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 15 · EIN 13-3180178 | Recordkeeping | $11,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,853 | $65,061+105.7% | $143,757-6.9% | $66,914+100.0% |
| Participation rate | 95.7% | 65.2%+30.5pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -16.08% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $8,690 | $2,361+268.1% | $4,951+75.5% | $2,544+241.6% |
| Participant deferral / active EE | $6,852 | $2,919+134.7% | $5,637+21.5% | $4,237+61.7% |
| Admin fee / account holder | $75 | $502-85.1% | $14,673-99.5% | $593-87.4% |