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 9-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 | $66,962 |
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 | $7,740 | $45,382-82.9% | $154,107-95.0% | $75,289-89.7% |
| Participation rate | 77.8% | 65.9%+11.9pp | 83.0%-5.2pp | 72.4%+5.4pp |
| Annual return | -6.43% | -0.47%-6.0pp | 735.12%-741.5pp | -0.04%-6.4pp |
| Employer contribution / active EE | $648 | $1,533-57.7% | $5,298-87.8% | $2,405-73.1% |
| Participant deferral / active EE | $1,265 | $2,384-46.9% | $5,081-75.1% | $3,739-66.2% |
| Admin fee / account holder | $45 | $89-49.8% | $13,411-99.7% | $102-56.1% |