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 | $32,972 |
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 | $28,446 | $93,182-69.5% | $146,665-80.6% | $79,386-64.2% |
| Participation rate | 94.2% | 76.4%+17.8pp | 80.1%+14.2pp | 70.7%+23.5pp |
| Annual return | 13.52% | 21.61%-8.1pp | 22.74%-9.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $987 | $2,420-59.2% | $4,136-76.1% | $2,427-59.3% |
| Participant deferral / active EE | $2,291 | $4,169-45.0% | $5,506-58.4% | $4,046-43.4% |
| Admin fee / account holder | $270 | $585-53.8% | $10,280-97.4% | $626-56.9% |