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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,440 |
Annual investment return 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 | $31,406 | $73,638-57.4% | $95,952-67.3% | $73,488-57.3% |
| Participation rate | 74.7% | 76.2%-1.5pp | 77.1%-2.4pp | 70.7%+4.0pp |
| Annual return | 10.65% | 16.78%-6.1pp | 91.61%-81.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $1,971 | $1,863+5.8% | $2,541-22.4% | $2,270-13.2% |
| Participant deferral / active EE | $4,124 | $3,617+14.0% | $4,167-1.0% | $3,740+10.3% |
| Admin fee / account holder | $25 | $482-94.9% | $6,795-99.6% | $513-95.2% |