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 35-0145825 | Recordkeeping | $49,214 |
Employer 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 | $43,963 | $86,655-49.3% | $119,609-63.2% | $66,914-34.3% |
| Participation rate | 74.7% | 75.6%-0.9pp | 79.3%-4.6pp | 69.8%+4.9pp |
| Annual return | -16.55% | -8.00%-8.5pp | -14.97%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $397 | $2,536-84.3% | $4,232-90.6% | $2,544-84.4% |
| Participant deferral / active EE | $3,105 | $4,358-28.8% | $5,602-44.6% | $4,237-26.7% |
| Admin fee / account holder | $4 | $755-99.4% | $10,323-100.0% | $593-99.3% |