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 | $12,579 |
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 | $7,104 | $49,227-85.6% | $70,449-89.9% | $79,858-91.1% |
| Participation rate | 87.2% | 69.2%+18.1pp | 75.1%+12.2pp | 69.6%+17.6pp |
| Annual return | -3.50% | 30.06%-33.6pp | 109.03%-112.5pp | 31.71%-35.2pp |
| Employer contribution / active EE | $2,661 | $2,099+26.8% | $2,737-2.8% | $2,471+7.7% |
| Participant deferral / active EE | $953 | $2,768-65.6% | $3,709-74.3% | $3,740-74.5% |
| Admin fee / account holder | $29 | $2,878-99.0% | $3,845-99.3% | $5,306-99.5% |