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 4-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 15 · EIN 35-0145825 | Recordkeeping | $45,715 |
KIM & LEE LLP1 year Filed as: KIM AND LEE, LLP Service code 10 · EIN 20-8786289 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,084 | $77,503+45.9% | $100,391+12.6% | $80,856+39.9% |
| Participation rate | 78.7% | 76.9%+1.7pp | 81.5%-2.8pp | 67.6%+11.1pp |
| Annual return | 16.46% | 37.20%-20.7pp | 49.20%-32.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $751 | $2,801-73.2% | $3,942-81.0% | $2,755-72.7% |
| Participant deferral / active EE | $5,961 | $6,820-12.6% | $8,082-26.2% | $4,296+38.8% |
| Admin fee / account holder | $161 | $5,897-97.3% | $7,899-98.0% | $6,918-97.7% |