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 01-0233346 | Recordkeeping | $1,474 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,247 | $130,194-69.9% | $169,993-76.9% | $71,457-45.1% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 36.92% | 20.37%+16.6pp | 53.37%-16.5pp | 28.85%+8.1pp |
| Employer contribution / active EE | $853 | $4,381-80.5% | $6,785-87.4% | $2,588-67.0% |
| Participant deferral / active EE | $5,235 | $6,923-24.4% | $10,408-49.7% | $4,289+22.1% |
| Admin fee / account holder | $257 | $966-73.3% | $12,815-98.0% | $1,587-83.8% |