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 3-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 13-3689044 | Recordkeeping | $1,582 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,972 | $140,190-96.5% | $115,756-95.7% | $77,904-93.6% |
| Participation rate | 94.8% | 81.0%+13.8pp | 77.1%+17.7pp | 73.7%+21.1pp |
| Annual return | 0.00% | -13.46%+13.5pp | 143.14%-143.1pp | 12.21%-12.2pp |
| Employer contribution / active EE | $0 | $3,169-100.0% | $3,793-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $49 | $5,401-99.1% | $6,254-99.2% | $4,806-99.0% |
| Admin fee / account holder | $1 | $138-99.2% | $8,124-100.0% | $133-99.2% |