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 56-1981693 280 S. MANGUM ST. 550 · DURHAM, NC 277013683 | Recordkeeping | $25,899 |
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 | $114,175 | $74,552+53.1% | $62,995+81.2% | $69,631+64.0% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.2pp | 70.7%+27.4pp |
| Annual return | 13.85% | 15.77%-1.9pp | 87.57%-73.7pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $4,247 | $2,929+45.0% | $2,759+53.9% | $2,032+109.0% |
| Participant deferral / active EE | $5,080 | $2,974+70.8% | $3,329+52.6% | $3,224+57.6% |
| Admin fee / account holder | $43 | $59-28.4% | $3,600-98.8% | $110-61.5% |