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 | $30,359 |
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 | $23,104 | $81,474-71.6% | $133,956-82.8% | $73,488-68.6% |
| Participation rate | 95.0% | 76.4%+18.7pp | 79.8%+15.2pp | 70.7%+24.4pp |
| Annual return | 13.25% | 19.40%-6.2pp | 45.09%-31.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $821 | $2,209-62.8% | $3,919-79.0% | $2,270-63.8% |
| Participant deferral / active EE | $1,748 | $3,786-53.8% | $5,048-65.4% | $3,740-53.3% |
| Admin fee / account holder | $237 | $713-66.7% | $8,927-97.3% | $513-53.8% |