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 | $48,239 |
Service code 99 · EIN 61-1758632 | Other Fees | $22,299 |
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 | $33,382 | $56,152-40.6% | $185,823-82.0% | $73,409-54.5% |
| Participation rate | 91.6% | 67.6%+24.0pp | 78.0%+13.5pp | 72.2%+19.4pp |
| Annual return | 18.49% | 17.59%+0.9pp | 35.95%-17.5pp | 59.29%-40.8pp |
| Employer contribution / active EE | $2,174 | $1,532+42.0% | $4,087-46.8% | $2,234-2.6% |
| Participant deferral / active EE | $1,761 | $3,659-51.9% | $5,632-68.7% | $3,805-53.7% |
| Admin fee / account holder | $147 | $132+11.4% | $9,500-98.5% | $158-6.8% |