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 | $700 |
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 1 reportable transaction. $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 | $28,016 | $62,267-55.0% | $110,238-74.6% | $55,725-49.7% |
| Participation rate | 99.8% | 78.1%+21.7pp | 79.8%+20.0pp | 70.9%+29.0pp |
| Annual return | -1.92% | -1.07%-0.9pp | 314.74%-316.7pp | 244.93%-246.9pp |
| Employer contribution / active EE | $2,125 | $1,941+9.4% | $3,826-44.5% | $2,078+2.2% |
| Participant deferral / active EE | $2,789 | $3,516-20.7% | $4,672-40.3% | $3,356-16.9% |
| Admin fee / account holder | $120 | $121-0.8% | $8,547-98.6% | $115+4.2% |