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 |
|---|---|---|
REED-RAMSEY, INC.4+ years Service code 15 · EIN 36-6079566 | Recordkeeping | $6,131 |
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 | $53,288 | $54,045-1.4% | $115,157-53.7% | $65,185-18.3% |
| Participation rate | 96.3% | 63.5%+32.8pp | 75.9%+20.4pp | 70.2%+26.1pp |
| Annual return | 16.63% | 26.55%-9.9pp | 35.60%-19.0pp | 29.38%-12.7pp |
| Employer contribution / active EE | $1,394 | $1,653-15.6% | $3,179-56.1% | $2,177-35.9% |
| Participant deferral / active EE | $3,348 | $2,504+33.7% | $4,168-19.7% | $3,514-4.7% |
| Admin fee / account holder | $70 | $626-88.8% | $7,088-99.0% | $847-91.8% |