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 62-1291257 | Recordkeeping | $120,934 |
Service code 26 5110 MARYLAND WAY, SUITE 300 · BRENTWOOD, TN 37027 | Advisory (Participants) | $14,336 |
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 | $64,889 | $37,196+74.5% | $154,107-57.9% | $55,725+16.4% |
| Participation rate | 73.1% | 64.1%+9.0pp | 83.0%-9.9pp | 70.9%+2.3pp |
| Annual return | -1.32% | 1319.68%-1321.0pp | 735.12%-736.4pp | 244.93%-246.3pp |
| Employer contribution / active EE | $1,584 | $1,614-1.9% | $5,298-70.1% | $2,078-23.8% |
| Participant deferral / active EE | $2,829 | $2,068+36.8% | $5,081-44.3% | $3,356-15.7% |
| Admin fee / account holder | $269 | $102+164.5% | $13,411-98.0% | $115+133.3% |