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 | $78,285 |
MADDOCK FINANCIAL LLC2 years Service code 99 · EIN 37-1423407 | Other Fees | $36,454 |
TANDEM FINANCIAL1 year Service code 99 · EIN 82-4386489 | Other Fees | $7,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,074 | $58,290-57.0% | $98,442-74.5% | $86,799-71.1% |
| Participation rate | 98.3% | 68.3%+30.0pp | 73.3%+25.0pp | 72.3%+26.0pp |
| Annual return | 13.64% | 43.48%-29.8pp | 1492.73%-1479.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,898 | $2,008-5.5% | $2,960-35.9% | $2,405-21.1% |
| Participant deferral / active EE | $1,755 | $3,152-44.3% | $4,276-59.0% | $4,131-57.5% |
| Admin fee / account holder | $102 | $138-25.9% | $5,949-98.3% | $170-39.8% |