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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $20,169 |
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 | $91,712 | $61,616+48.8% | $105,722-13.3% | $55,167+66.2% |
| Participation rate | 73.8% | 72.9%+0.9pp | 78.9%-5.1pp | 69.0%+4.8pp |
| Annual return | 6.56% | 11.15%-4.6pp | 12.25%-5.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,115 | $3,043-30.5% | $4,079-48.1% | $1,963+7.8% |
| Participant deferral / active EE | $3,563 | $4,213-15.4% | $5,326-33.1% | $3,054+16.7% |
| Admin fee / account holder | $212 | $379-43.9% | $8,308-97.4% | $504-57.9% |