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 | $50,305 |
KOCH ENTERPRISES INC1 year Filed as: KOCH SIEDHOFF HAND & DUNN Service code 10 · EIN 48-0922808 | Accounting | $14,900 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 15 · EIN 13-3180178 | Recordkeeping | $9,677 |
Service code 15 | Recordkeeping | $693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,678 | $55,415+199.0% | $155,509+6.5% | $74,495+122.4% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 14.49% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $8,274 | $2,267+265.0% | $4,672+77.1% | $2,623+215.4% |
| Participant deferral / active EE | $6,398 | $2,836+125.6% | $5,626+13.7% | $4,346+47.2% |
| Admin fee / account holder | $45 | $1,738-97.4% | $15,912-99.7% | $1,942-97.7% |