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 15 · EIN 01-0233346 | Recordkeeping | $25,760 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,479 | $89,652-28.1% | $141,162-54.3% | $65,185-1.1% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.5%-6.2pp | 70.2%+6.1pp |
| Annual return | 24.72% | 32.79%-8.1pp | 71.39%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,881 | $5,691-14.2% | $6,709-27.3% | $3,514+38.9% |
| Admin fee / account holder | $248 | $569-56.5% | $10,261-97.6% | $847-70.8% |