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 01-0233346 | Recordkeeping | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,315 | $92,055-69.2% | $106,213-73.3% | $77,643-63.5% |
| Participation rate | 86.7% | 81.0%+5.7pp | 75.3%+11.5pp | 70.6%+16.2pp |
| Annual return | 14.43% | 17.91%-3.5pp | 116.14%-101.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $549 | $3,367-83.7% | $3,171-82.7% | $2,726-79.9% |
| Participant deferral / active EE | $3,244 | $5,386-39.8% | $5,016-35.3% | $4,647-30.2% |
| Admin fee / account holder | $101 | $219-54.0% | $11,033-99.1% | $430-76.6% |