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 8-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 01-0233346 | Recordkeeping | $1,203 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,923 | $28,416-89.7% | $73,545-96.0% | $69,631-95.8% |
| Participation rate | 90.6% | 38.3%+52.3pp | 54.9%+35.7pp | 70.7%+19.9pp |
| Annual return | 0.00% | -694.13%+694.1pp | -15.16%+15.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,014 | $430+135.6% | $1,219-16.8% | $2,032-50.1% |
| Participant deferral / active EE | $1,401 | $897+56.2% | $1,806-22.4% | $3,224-56.5% |
| Admin fee / account holder | $10 | $104-90.2% | $2,320-99.6% | $110-90.8% |