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 71-0294708 | Recordkeeping Fees | $58,333 |
MADDOCK FINANCIAL LLC3+ years Filed as: MADDOCK FINANCIAL, LLC Service code 99 · EIN 37-1423407 | Other Fees | $28,417 |
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 | $18,910 | $43,999-57.0% | $79,464-76.2% | $55,725-66.1% |
| Participation rate | 97.7% | 66.9%+30.8pp | 73.3%+24.4pp | 70.9%+26.8pp |
| Annual return | -1.94% | 1.81%-3.7pp | 718.14%-720.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $2,286 | $1,830+25.0% | $2,800-18.4% | $2,078+10.0% |
| Participant deferral / active EE | $1,700 | $2,538-33.0% | $3,704-54.1% | $3,356-49.3% |
| Admin fee / account holder | $95 | $118-19.3% | $5,113-98.1% | $115-17.7% |