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 7-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 | $253 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,364 | $105,860+130.8% | $90,749+169.3% | $134,475+81.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.29% | -11.01%-7.3pp | -12.16%-6.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $11,872 | $3,462+242.9% | $2,921+306.5% | $4,740+150.5% |
| Participant deferral / active EE | $36,261 | $5,216+595.2% | $4,564+694.5% | $6,400+466.6% |
| Admin fee / account holder | $3 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |