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 04-2647786 | Recordkeeping Fees | $5,950 |
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 | $11,953 | $49,177-75.7% | $79,464-85.0% | $64,186-81.4% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.2pp | 69.6%+25.0pp |
| Annual return | -5.64% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,642 | $2,821-6.3% | $3,704-28.7% | $3,470-23.8% |
| Admin fee / account holder | $21 | $3,839-99.4% | $5,113-99.6% | $4,888-99.6% |