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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $72,448 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,406 | $71,142-47.4% | $119,609-68.7% | $64,808-42.3% |
| Participation rate | 94.3% | 78.6%+15.7pp | 79.3%+15.0pp | 71.5%+22.8pp |
| Annual return | -16.88% | -10.01%-6.9pp | -14.97%-1.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,405 | $2,497-3.7% | $4,232-43.2% | $2,506-4.0% |
| Participant deferral / active EE | $2,186 | $4,490-51.3% | $5,602-61.0% | $4,310-49.3% |
| Admin fee / account holder | $207 | $162+27.6% | $10,323-98.0% | $188+10.2% |