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 PLAN ADMIN SERVICES Service code 15 · EIN 16-1065416 | Recordkeeping | $35,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,448 | $89,739-34.9% | $149,718-61.0% | $62,292-6.2% |
| Participation rate | 86.3% | 85.1%+1.2pp | 87.1%-0.7pp | 69.5%+16.8pp |
| Annual return | 19.81% | 21.01%-1.2pp | 1501.63%-1481.8pp | 28.90%-9.1pp |
| Employer contribution / active EE | $956 | $3,233-70.4% | $5,445-82.4% | $2,042-53.2% |
| Participant deferral / active EE | $2,727 | $4,797-43.2% | $6,569-58.5% | $3,169-13.9% |
| Admin fee / account holder | $216 | $551-60.7% | $11,283-98.1% | $479-54.9% |