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 | $1,930 |
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 | $107,042 | $54,762+95.5% | $90,281+18.6% | $72,985+46.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.16% | 30.63%-3.5pp | 78.10%-50.9pp | 81.00%-53.8pp |
| Employer contribution / active EE | $8,695 | $2,092+315.6% | $2,854+204.6% | $2,440+256.4% |
| Participant deferral / active EE | $2,200 | $2,887-23.8% | $3,885-43.4% | $3,607-39.0% |
| Admin fee / account holder | $15 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |