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 | $39,849 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,412 | $65,061-73.2% | $143,757-87.9% | $66,914-74.0% |
| Participation rate | 75.4% | 65.2%+10.2pp | 80.3%-4.9pp | 69.8%+5.6pp |
| Annual return | -16.09% | -11.14%-5.0pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $957 | $2,361-59.5% | $4,951-80.7% | $2,544-62.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |