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 13-3689044 | Recordkeeping | $59,712 |
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 | $22,571 | $80,177-71.8% | $123,892-81.8% | $57,658-60.9% |
| Participation rate | 96.5% | 74.4%+22.0pp | 81.4%+15.1pp | 70.2%+26.3pp |
| Annual return | 21.39% | 17.90%+3.5pp | 47.52%-26.1pp | 5.13%+16.3pp |
| Employer contribution / active EE | $1,778 | $2,913-39.0% | $4,617-61.5% | $1,974-9.9% |
| Participant deferral / active EE | $7,094 | $5,130+38.3% | $5,984+18.5% | $3,061+131.8% |
| Admin fee / account holder | $70 | $106-33.9% | $8,357-99.2% | $95-25.7% |