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 | $23,293 |
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 | $109,210 | $70,083+55.8% | $59,878+82.4% | $55,725+96.0% |
| Participation rate | 98.9% | 78.4%+20.5pp | 74.7%+24.2pp | 70.9%+28.0pp |
| Annual return | -2.36% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $4,124 | $2,878+43.3% | $2,722+51.5% | $2,078+98.5% |
| Participant deferral / active EE | $4,752 | $3,079+54.4% | $3,402+39.7% | $3,356+41.6% |
| Admin fee / account holder | $46 | $70-33.9% | $3,590-98.7% | $115-59.7% |