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 | $3,279 |
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 | $25,736 | $56,629-54.6% | $77,999-67.0% | $55,167-53.3% |
| Participation rate | 90.3% | 73.3%+17.0pp | 75.5%+14.8pp | 69.0%+21.3pp |
| Annual return | 8.46% | 2866.98%-2858.5pp | 425.96%-417.5pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,771 | $1,723+2.8% | $2,470-28.3% | $1,963-9.8% |
| Participant deferral / active EE | $2,838 | $2,777+2.2% | $3,497-18.8% | $3,054-7.1% |
| Admin fee / account holder | $13 | $467-97.3% | $5,480-99.8% | $504-97.5% |