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 | $4,876 |
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 | $55,150 | $73,638-25.1% | $95,952-42.5% | $73,488-25.0% |
| Participation rate | 70.3% | 76.2%-5.9pp | 77.1%-6.8pp | 70.7%-0.4pp |
| Annual return | 25.56% | 16.78%+8.8pp | 91.61%-66.1pp | 28.51%-3.0pp |
| Employer contribution / active EE | $1,275 | $1,863-31.6% | $2,541-49.8% | $2,270-43.9% |
| Participant deferral / active EE | $2,413 | $3,617-33.3% | $4,167-42.1% | $3,740-35.5% |
| Admin fee / account holder | $41 | $482-91.6% | $6,795-99.4% | $513-92.1% |