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 | $21,383 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,756 | $42,894+39.3% | $60,874-1.8% | $68,494-12.8% |
| Participation rate | 73.6% | 66.8%+6.8pp | 73.1%+0.5pp | 67.9%+5.7pp |
| Annual return | -12.67% | -13.98%+1.3pp | 16.90%-29.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,358 | $1,978+69.8% | $2,701+24.3% | $2,596+29.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |