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 | $26,370 |
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.
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 | $14,404 | $50,815-71.7% | $155,509-90.7% | $77,643-81.4% |
| Participation rate | 92.3% | 63.1%+29.1pp | 78.2%+14.1pp | 70.6%+21.7pp |
| Annual return | 10.35% | 34.80%-24.5pp | 64.67%-54.3pp | 31.24%-20.9pp |
| Employer contribution / active EE | $1,715 | $1,993-13.9% | $4,672-63.3% | $2,726-37.1% |
| Participant deferral / active EE | $2,169 | $2,822-23.2% | $5,626-61.5% | $4,647-53.3% |
| Admin fee / account holder | $50 | $437-88.5% | $15,912-99.7% | $430-88.4% |