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 35-0145825 | Recordkeeping | $22,945 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,181 | $61,272-47.5% | $149,673-78.5% | $71,457-55.0% |
| Participation rate | 90.8% | 62.5%+28.3pp | 78.8%+12.0pp | 67.9%+22.8pp |
| Annual return | 15.30% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,199 | $2,917+9.7% | $5,680-43.7% | $4,289-25.4% |
| Admin fee / account holder | $26 | $1,261-98.0% | $13,210-99.8% | $1,587-98.4% |