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 ADMINISTRATIVE SERVIC Service code 12 · EIN 16-1503696 | Investment management; Investment man... | $27,415 |
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 | $34,357 | $64,909-47.1% | $82,313-58.3% | $62,292-44.8% |
| Participation rate | 75.9% | 74.9%+1.1pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 14.96% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $728 | $1,676-56.6% | $2,428-70.0% | $2,042-64.4% |
| Participant deferral / active EE | $2,293 | $3,103-26.1% | $3,706-38.1% | $3,169-27.6% |
| Admin fee / account holder | $240 | $440-45.3% | $5,608-95.7% | $479-49.8% |