Filed January 15, 2025 (most recent of 2 filings on file)
Total covered: 18 employees
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 4-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 64 · EIN 04-2647786 | Recordkeeping Fees | $31,752 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,483 | $131,799-42.0% | $200,582-61.9% | $85,563-10.6% |
| Participation rate | 75.9% | 87.9%-12.0pp | 86.9%-11.0pp | 66.0%+10.0pp |
| Annual return | 18.52% | 21.59%-3.1pp | 42.33%-23.8pp | 31.51%-13.0pp |
| Employer contribution / active EE | $2,420 | $4,532-46.6% | $6,419-62.3% | $2,654-8.8% |
| Participant deferral / active EE | $4,734 | $7,702-38.5% | $9,331-49.3% | $4,375+8.2% |
| Admin fee / account holder | $121 | $235-48.6% | $16,305-99.3% | $834-85.5% |