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 7-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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,875 |
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 | $10,709 | $70,428-84.8% | $96,562-88.9% | $85,850-87.5% |
| Participation rate | 74.4% | 61.8%+12.6pp | 69.8%+4.5pp | 69.3%+5.0pp |
| Annual return | 20.15% | 18.59%+1.6pp | 37.78%-17.6pp | 318.53%-298.4pp |
| Employer contribution / active EE | $645 | $1,413-54.3% | $2,356-72.6% | $2,565-74.8% |
| Participant deferral / active EE | $4,057 | $2,894+40.2% | $3,849+5.4% | $3,952+2.7% |
| Admin fee / account holder | $35 | $4,997-99.3% | $6,181-99.4% | $6,260-99.4% |