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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,732 |
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 | $513 | $41,078-98.8% | $80,569-99.4% | $71,457-99.3% |
| Participation rate | 95.4% | 50.2%+45.2pp | 67.0%+28.4pp | 67.9%+27.5pp |
| Annual return | 0.00% | 38.45%-38.5pp | 935.43%-935.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $400 | $1,506-73.4% | $2,723-85.3% | $2,588-84.5% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $3 | $1,840-99.8% | $5,377-99.9% | $1,587-99.8% |