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 | $21,693 |
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 | $113,931 | $79,557+43.2% | $118,746-4.1% | $70,131+62.5% |
| Participation rate | 74.0% | 71.4%+2.6pp | 78.3%-4.3pp | 69.5%+4.4pp |
| Annual return | 18.07% | 25.64%-7.6pp | 24.54%-6.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,171 | $2,861-24.1% | $4,193-48.2% | $2,342-7.3% |
| Participant deferral / active EE | $3,471 | $4,089-15.1% | $5,332-34.9% | $3,332+4.2% |
| Admin fee / account holder | $247 | $5,374-95.4% | $10,720-97.7% | $4,645-94.7% |