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 15 · EIN 48-1205033 | Recordkeeping | $18,591 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,359 | $64,909-60.9% | $82,313-69.2% | $62,292-59.3% |
| Participation rate | 82.2% | 74.9%+7.3pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 16.28% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $243 | $1,676-85.5% | $2,428-90.0% | $2,042-88.1% |
| Participant deferral / active EE | $1,655 | $3,103-46.7% | $3,706-55.3% | $3,169-47.8% |
| Admin fee / account holder | $113 | $440-74.4% | $5,608-98.0% | $479-76.5% |