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 15 · EIN 48-1205033 | Recordkeeping | $29,447 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,167 | $65,061-67.5% | $143,757-85.3% | $66,914-68.4% |
| Participation rate | 76.2% | 65.2%+11.0pp | 80.3%-4.2pp | 69.8%+6.3pp |
| Annual return | -12.13% | -11.14%-1.0pp | -0.04%-12.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $750 | $2,361-68.2% | $4,951-84.9% | $2,544-70.5% |
| Participant deferral / active EE | $424 | $2,919-85.5% | $5,637-92.5% | $4,237-90.0% |
| Admin fee / account holder | $124 | $502-75.4% | $14,673-99.2% | $593-79.1% |