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 12 · EIN 48-1205033 | Direct payment from the plan; Recordk... | $1,350 |
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 | $54,881 | $89,739-38.8% | $149,718-63.3% | $62,292-11.9% |
| Participation rate | 98.9% | 85.1%+13.8pp | 87.1%+11.9pp | 69.5%+29.4pp |
| Annual return | 15.22% | 21.01%-5.8pp | 1501.63%-1486.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,050 | $3,233-36.6% | $5,445-62.3% | $2,042+0.4% |
| Participant deferral / active EE | $3,125 | $4,797-34.9% | $6,569-52.4% | $3,169-1.4% |
| Admin fee / account holder | $108 | $551-80.5% | $11,283-99.0% | $479-77.5% |