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 | $0 |
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 | $10,650 | $46,292-77.0% | $143,757-92.6% | $64,808-83.6% |
| Participation rate | 90.7% | 64.2%+26.5pp | 80.3%+10.4pp | 71.5%+19.3pp |
| Annual return | -14.39% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,692 | $1,910+93.3% | $4,951-25.4% | $2,506+47.3% |
| Participant deferral / active EE | $1,866 | $2,646-29.5% | $5,637-66.9% | $4,310-56.7% |
| Admin fee / account holder | $32 | $154-79.5% | $14,673-99.8% | $188-83.2% |