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 | $20,359 |
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 | $21,103 | $59,186-64.3% | $76,768-72.5% | $56,287-62.5% |
| Participation rate | 79.2% | 75.2%+3.9pp | 77.0%+2.2pp | 69.9%+9.3pp |
| Annual return | -4.53% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $243 | $1,759-86.2% | $2,485-90.2% | $2,111-88.5% |
| Participant deferral / active EE | $1,636 | $3,255-49.7% | $3,852-57.5% | $3,350-51.2% |
| Admin fee / account holder | $107 | $489-78.2% | $6,675-98.4% | $521-79.5% |