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 65-0608221 | Recordkeeping | $14,058 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,821 | $66,813-67.3% | $100,516-78.3% | $73,488-70.3% |
| Participation rate | 95.7% | 77.5%+18.3pp | 79.4%+16.3pp | 70.7%+25.1pp |
| Annual return | 27.24% | 25.70%+1.5pp | 30.89%-3.6pp | 28.51%-1.3pp |
| Employer contribution / active EE | $167 | $2,147-92.2% | $3,418-95.1% | $2,270-92.7% |
| Participant deferral / active EE | $6,630 | $5,883+12.7% | $6,270+5.7% | $3,740+77.3% |
| Admin fee / account holder | $49 | $512-90.3% | $8,081-99.4% | $513-90.4% |