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 | $13,861 |
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 | $9,325 | $59,186-84.2% | $76,768-87.9% | $56,287-83.4% |
| Participation rate | 73.8% | 75.2%-1.5pp | 77.0%-3.2pp | 69.9%+3.9pp |
| Annual return | -5.99% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,706 | $1,759-3.0% | $2,485-31.4% | $2,111-19.2% |
| Participant deferral / active EE | $2,367 | $3,255-27.3% | $3,852-38.5% | $3,350-29.3% |
| Admin fee / account holder | $31 | $489-93.6% | $6,675-99.5% | $521-94.0% |