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 6-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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $7,971 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,643 | $56,485-84.7% | $185,823-95.3% | $86,799-90.0% |
| Participation rate | 92.9% | 65.5%+27.4pp | 81.7%+11.2pp | 72.3%+20.6pp |
| Annual return | 12.37% | 118.04%-105.7pp | 122.05%-109.7pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,167 | $1,843-36.7% | $5,167-77.4% | $2,405-51.5% |
| Participant deferral / active EE | $2,064 | $2,553-19.2% | $5,568-62.9% | $4,131-50.0% |
| Admin fee / account holder | $34 | $150-77.4% | $16,237-99.8% | $170-80.1% |