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 | $2,015 |
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 | $30,702 | $86,655-64.6% | $119,609-74.3% | $66,914-54.1% |
| Participation rate | 99.6% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.8pp |
| Annual return | -16.80% | -8.00%-8.8pp | -14.97%-1.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,187 | $2,536-13.7% | $4,232-48.3% | $2,544-14.0% |
| Participant deferral / active EE | $3,985 | $4,358-8.5% | $5,602-28.9% | $4,237-5.9% |
| Admin fee / account holder | $247 | $755-67.3% | $10,323-97.6% | $593-58.3% |