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 64 · EIN 39-6040276 | Recordkeeping Fees | $6,473 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,686 | $59,417-56.8% | $93,606-72.6% | $74,495-65.5% |
| Participation rate | 88.3% | 59.7%+28.6pp | 68.7%+19.6pp | 67.2%+21.1pp |
| Annual return | 14.49% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $80 | $1,264-93.7% | $2,420-96.7% | $2,623-96.9% |
| Participant deferral / active EE | $3,777 | $3,050+23.8% | $4,411-14.4% | $4,346-13.1% |
| Admin fee / account holder | $35 | $3,021-98.8% | $8,285-99.6% | $1,942-98.2% |