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 |
|---|---|---|
Filed as: AUDIT AND TAX SOLUTIONS Service code 15 · EIN 94-3211753 | Recordkeeping | $7,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,471 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $87,689 | $65,703+33.5% | $94,224-6.9% | $59,632+47.0% |
| Participation rate | 77.1% | 72.1%+5.0pp | 78.8%-1.6pp | 68.7%+8.5pp |
| Annual return | 0.74% | 5.22%-4.5pp | 10.68%-9.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $2,354 | $2,021+16.5% | $3,587-34.4% | $2,203+6.9% |
| Participant deferral / active EE | $9,550 | $3,143+203.9% | $4,320+121.1% | $3,192+199.2% |
| Admin fee / account holder | $45 | $4,264-99.0% | $6,269-99.3% | $4,297-99.0% |