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 | $35,988 |
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 | $32,051 | $96,484-66.8% | $156,263-79.5% | $74,304-56.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 14.39% | 17.73%-3.3pp | 59.47%-45.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,107 | $2,528-56.2% | $4,333-74.4% | $2,241-50.6% |
| Participant deferral / active EE | $2,462 | $4,286-42.6% | $6,158-60.0% | $3,767-34.6% |
| Admin fee / account holder | $288 | $3,728-92.3% | $14,255-98.0% | $2,969-90.3% |