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 | $13,189 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,217 | $49,451-59.1% | $79,550-74.6% | $66,914-69.8% |
| Participation rate | 70.7% | 61.3%+9.4pp | 69.5%+1.2pp | 69.8%+0.9pp |
| Annual return | -16.21% | 84.25%-100.5pp | 0.16%-16.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $818 | $1,266-35.4% | $2,413-66.1% | $2,544-67.9% |
| Participant deferral / active EE | $1,233 | $3,159-61.0% | $3,985-69.1% | $4,237-70.9% |
| Admin fee / account holder | $117 | $595-80.4% | $6,832-98.3% | $593-80.3% |