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 | $798 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 | $29,058 | $71,666-59.5% | $117,854-75.3% | $69,631-58.3% |
| Participation rate | 99.1% | 77.5%+21.6pp | 79.7%+19.4pp | 70.7%+28.4pp |
| Annual return | 17.72% | 18.86%-1.1pp | 335.08%-317.4pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $2,045 | $1,889+8.2% | $3,786-46.0% | $2,032+0.6% |
| Participant deferral / active EE | $2,480 | $3,340-25.7% | $4,482-44.7% | $3,224-23.1% |
| Admin fee / account holder | $14 | $120-88.6% | $8,020-99.8% | $110-87.6% |