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 |
|---|---|---|
INTERSERV, LLC1+ years Service code 27 · EIN 51-6000279 | Advisory (Plan) | $29,068 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $1,090 |
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 | $55,490 | $52,884+4.9% | $84,750-34.5% | $55,167+0.6% |
| Participation rate | 79.6% | 67.5%+12.1pp | 76.6%+3.0pp | 69.0%+10.6pp |
| Annual return | 9.09% | 18.03%-8.9pp | 22.78%-13.7pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,247 | $2,233+0.6% | $3,574-37.1% | $1,963+14.5% |
| Participant deferral / active EE | $3,073 | $2,644+16.2% | $3,712-17.2% | $3,054+0.6% |
| Admin fee / account holder | $269 | $581-53.6% | $5,332-95.0% | $504-46.6% |