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 | $10,623 |
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 | $7,003 | $45,073-84.5% | $69,455-89.9% | $72,985-90.4% |
| Participation rate | 95.2% | 68.5%+26.7pp | 74.6%+20.6pp | 69.5%+25.8pp |
| Annual return | 1.98% | 22.65%-20.7pp | 28.97%-27.0pp | 81.00%-79.0pp |
| Employer contribution / active EE | $1,990 | $2,054-3.1% | $2,779-28.4% | $2,440-18.4% |
| Participant deferral / active EE | $872 | $2,602-66.5% | $3,535-75.3% | $3,607-75.8% |
| Admin fee / account holder | $18 | $3,056-99.4% | $3,839-99.5% | $5,124-99.6% |