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 | $2,433 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,568 | $65,376-67.0% | $87,100-75.2% | $65,185-66.9% |
| Participation rate | 77.9% | 75.3%+2.5pp | 76.9%+1.0pp | 70.2%+7.7pp |
| Annual return | 23.20% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,903 | $1,822+4.4% | $2,521-24.5% | $2,177-12.6% |
| Participant deferral / active EE | $2,894 | $3,388-14.6% | $4,049-28.5% | $3,514-17.6% |
| Admin fee / account holder | $25 | $520-95.2% | $7,497-99.7% | $847-97.0% |