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 | $3,293 |
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 | $30,521 | $78,826-61.3% | $91,001-66.5% | - |
| Participation rate | 91.2% | 75.7%+15.4pp | 75.6%+15.6pp | - |
| Annual return | 24.32% | 13.42%+10.9pp | 4.60%+19.7pp | - |
| Employer contribution / active EE | $1,877 | $2,032-7.6% | $2,456-23.6% | - |
| Participant deferral / active EE | $2,839 | $3,427-17.1% | $3,547-20.0% | - |
| Admin fee / account holder | $11 | $1,277-99.1% | $5,417-99.8% | - |