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 | $2,124 |
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 | $21,820 | $84,487-74.2% | $125,339-82.6% | $66,914-67.4% |
| Participation rate | 70.3% | 76.4%-6.1pp | 82.4%-12.1pp | 69.8%+0.5pp |
| Annual return | -17.66% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,474 | $6,781-34.0% | $7,446-39.9% | $4,237+5.6% |
| Admin fee / account holder | $26 | $685-96.2% | $10,010-99.7% | $593-95.6% |