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 13-3689044 | Recordkeeping | $70,696 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,222 | $62,624-67.7% | $177,989-88.6% | $77,643-74.0% |
| Participation rate | 91.0% | 66.8%+24.1pp | 77.1%+13.9pp | 70.6%+20.4pp |
| Annual return | 12.81% | 16.16%-3.3pp | 294.48%-281.7pp | 31.24%-18.4pp |
| Employer contribution / active EE | $843 | $1,909-55.9% | $3,949-78.7% | $2,726-69.1% |
| Participant deferral / active EE | $2,436 | $4,219-42.3% | $6,276-61.2% | $4,647-47.6% |
| Admin fee / account holder | $70 | $386-81.8% | $10,363-99.3% | $430-83.7% |