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 | $37,110 |
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 | $32,821 | $88,083-62.7% | $164,813-80.1% | $74,495-55.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.90% | 17.26%-4.4pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $927 | $2,593-64.2% | $4,341-78.6% | $2,623-64.6% |
| Participant deferral / active EE | $2,537 | $4,498-43.6% | $6,031-57.9% | $4,346-41.6% |
| Admin fee / account holder | $299 | $2,234-86.6% | $12,690-97.6% | $1,942-84.6% |