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 | $969 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,799 | $118,971-79.2% | $112,977-78.0% | $73,488-66.3% |
| Participation rate | 78.4% | 83.3%-5.0pp | 82.6%-4.2pp | 70.7%+7.7pp |
| Annual return | 14.80% | 17.79%-3.0pp | 24.24%-9.4pp | 28.51%-13.7pp |
| Employer contribution / active EE | $4,778 | $4,091+16.8% | $4,255+12.3% | $2,270+110.5% |
| Participant deferral / active EE | $0 | $6,133-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $207 | $573-63.9% | $6,294-96.7% | $513-59.7% |