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 5-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 34 · EIN 30-0386129 112 SOUTH SIDE SQUARE · HUNTSVILLE, AL 35801 | Valuation (appraisals, etc.) | $15,000 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $10,187 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459 | $85,766-99.5% | $136,294-99.7% | $70,131-99.3% |
| Participation rate | 91.0% | 74.2%+16.9pp | 81.9%+9.1pp | 69.5%+21.5pp |
| Annual return | -99.39% | 31.45%-130.8pp | 5155.94%-5255.3pp | 73.14%-172.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $214 | $5,420-96.1% | $9,243-97.7% | $4,645-95.4% |