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 | $59,282 |
MADDOCK FINANCIAL LLC1 year Service code 99 · EIN 37-1423407 | Other Fees | $38,812 |
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 | $24,122 | $52,670-54.2% | $90,404-73.3% | $73,409-67.1% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.7%+25.1pp | 72.2%+25.6pp |
| Annual return | 13.53% | 20.70%-7.2pp | 1293.02%-1279.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,304 | $1,872-30.3% | $3,262-60.0% | $2,234-41.6% |
| Participant deferral / active EE | $1,469 | $2,807-47.7% | $3,963-62.9% | $3,805-61.4% |
| Admin fee / account holder | $87 | $117-25.7% | $5,611-98.5% | $158-45.0% |