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 | $13,897 |
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 | $9,119 | $53,822-83.1% | $75,696-88.0% | $85,850-89.4% |
| Participation rate | 92.7% | 69.1%+23.6pp | 74.8%+17.8pp | 69.3%+23.4pp |
| Annual return | 25.61% | 24.54%+1.1pp | 104.53%-78.9pp | 318.53%-292.9pp |
| Employer contribution / active EE | $2,545 | $2,017+26.2% | $2,743-7.2% | $2,565-0.8% |
| Participant deferral / active EE | $1,395 | $2,895-51.8% | $3,821-63.5% | $3,952-64.7% |
| Admin fee / account holder | $31 | $3,343-99.1% | $3,619-99.1% | $6,260-99.5% |