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 | $5,285 |
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 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 | $4,822 | $23,224-79.2% | $71,086-93.2% | $55,725-91.3% |
| Participation rate | 91.6% | 37.9%+53.7pp | 54.7%+36.9pp | 70.9%+20.7pp |
| Annual return | -9.86% | -2.87%-7.0pp | 650.59%-660.4pp | 244.93%-254.8pp |
| Employer contribution / active EE | $1,220 | $436+179.8% | $1,088+12.2% | $2,078-41.3% |
| Participant deferral / active EE | $1,569 | $929+68.9% | $1,874-16.3% | $3,356-53.2% |
| Admin fee / account holder | $32 | $118-73.0% | $3,082-99.0% | $115-72.4% |