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 | $28,453 |
Participant 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 | $29,426 | $65,061-54.8% | $143,757-79.5% | $66,914-56.0% |
| Participation rate | 90.1% | 65.2%+24.9pp | 80.3%+9.8pp | 69.8%+20.3pp |
| Annual return | -15.22% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,061 | $2,361-12.7% | $4,951-58.4% | $2,544-19.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $17 | $502-96.6% | $14,673-99.9% | $593-97.1% |