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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $29,726 |
Participant contribution per participant 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 | $25,206 | $86,332-70.8% | $125,175-79.9% | $65,185-61.3% |
| Participation rate | 95.4% | 75.3%+20.1pp | 79.8%+15.6pp | 70.2%+25.2pp |
| Annual return | 21.40% | 27.43%-6.0pp | 43.79%-22.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $691 | $2,040-66.1% | $3,865-82.1% | $2,177-68.3% |
| Participant deferral / active EE | $1,816 | $3,537-48.7% | $4,937-63.2% | $3,514-48.3% |
| Admin fee / account holder | $246 | $609-59.7% | $9,702-97.5% | $847-71.0% |