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 | $14,450 |
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 | $35,287 | $88,890-60.3% | $102,423-65.5% | $77,643-54.6% |
| Participation rate | 82.2% | 80.9%+1.3pp | 76.5%+5.7pp | 70.6%+11.7pp |
| Annual return | 19.87% | 24.98%-5.1pp | 29.32%-9.5pp | 31.24%-11.4pp |
| Employer contribution / active EE | $2,331 | $2,698-13.6% | $3,023-22.9% | $2,726-14.5% |
| Participant deferral / active EE | $3,968 | $5,145-22.9% | $5,053-21.5% | $4,647-14.6% |
| Admin fee / account holder | $47 | $235-79.9% | $9,451-99.5% | $430-89.0% |