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 13-4238973 | Recordkeeping | $11,460 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,938 | $66,601-71.6% | $92,893-79.6% | $67,579-72.0% |
| Participation rate | 98.2% | 72.5%+25.7pp | 76.0%+22.2pp | 71.3%+26.9pp |
| Annual return | -2.13% | 92.58%-94.7pp | 109.41%-111.5pp | 378.56%-380.7pp |
| Employer contribution / active EE | $2,765 | $2,775-0.4% | $3,653-24.3% | $2,148+28.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $199-97.8% | $5,794-99.9% | $142-97.0% |