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 | $34,069 |
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 | $45,749 | $81,537-43.9% | $149,718-69.4% | $69,631-34.3% |
| Participation rate | 89.4% | 86.1%+3.3pp | 87.1%+2.3pp | 70.7%+18.7pp |
| Annual return | 16.27% | 22.79%-6.5pp | 1501.63%-1485.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,332 | $3,239-58.9% | $5,445-75.5% | $2,032-34.4% |
| Participant deferral / active EE | $3,635 | $4,994-27.2% | $6,569-44.7% | $3,224+12.7% |
| Admin fee / account holder | $53 | $107-50.3% | $11,283-99.5% | $110-51.9% |