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 04-2647786 | Recordkeeping Fees | $7,294 |
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 | $15,436 | $45,073-65.8% | $69,455-77.8% | $72,985-78.9% |
| Participation rate | 76.1% | 68.5%+7.6pp | 74.6%+1.5pp | 69.5%+6.6pp |
| Annual return | 20.69% | 22.65%-2.0pp | 28.97%-8.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $79 | $2,054-96.1% | $2,779-97.1% | $2,440-96.7% |
| Participant deferral / active EE | $2,685 | $2,602+3.2% | $3,535-24.0% | $3,607-25.6% |
| Admin fee / account holder | $71 | $3,056-97.7% | $3,839-98.1% | $5,124-98.6% |