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 64 · EIN 71-0294708 | Recordkeeping Fees | $7,050 |
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 | $16,353 | $46,745-65.0% | $60,547-73.0% | $52,331-68.8% |
| Participation rate | 89.3% | 58.6%+30.7pp | 68.0%+21.3pp | 68.1%+21.2pp |
| Annual return | -0.06% | 0.61%-0.7pp | 335.64%-335.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $3,938 | $1,259+212.8% | $2,419+62.8% | $1,882+109.3% |
| Participant deferral / active EE | $1,139 | $2,145-46.9% | $3,328-65.8% | $3,022-62.3% |
| Admin fee / account holder | $46 | $537-91.5% | $4,536-99.0% | $592-92.3% |