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 | $60,462 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $9,804 |
ASSURANCE DIMENSIONS2 years Service code 10 · EIN 26-3429295 | Accounting | $3,000 |
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 | $79,649 | $73,638+8.2% | $95,952-17.0% | $73,488+8.4% |
| Participation rate | 77.9% | 76.2%+1.8pp | 77.1%+0.8pp | 70.7%+7.2pp |
| Annual return | 12.27% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $2,279 | $1,863+22.3% | $2,541-10.3% | $2,270+0.4% |
| Participant deferral / active EE | $3,003 | $3,617-17.0% | $4,167-27.9% | $3,740-19.7% |
| Admin fee / account holder | $92 | $482-81.0% | $6,795-98.7% | $513-82.1% |