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 01-0233346 | Recordkeeping | $500 |
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 | $26,651 | $50,199-46.9% | $70,092-62.0% | $66,914-60.2% |
| Participation rate | 90.5% | 66.3%+24.1pp | 70.5%+20.0pp | 69.8%+20.7pp |
| Annual return | -15.09% | -13.85%-1.2pp | 190.73%-205.8pp | 1.58%-16.7pp |
| Employer contribution / active EE | $590 | $1,864-68.4% | $2,559-77.0% | $2,544-76.8% |
| Participant deferral / active EE | $2,014 | $3,112-35.3% | $3,849-47.7% | $4,237-52.5% |
| Admin fee / account holder | $166 | $600-72.4% | $6,267-97.4% | $593-72.1% |