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 | $43,285 |
Employer 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 | $25,812 | $76,050-66.1% | $96,544-73.3% | $71,457-63.9% |
| Participation rate | 73.6% | 74.4%-0.8pp | 76.0%-2.4pp | 67.9%+5.7pp |
| Annual return | 17.10% | 22.81%-5.7pp | 25.84%-8.7pp | 28.85%-11.7pp |
| Employer contribution / active EE | $233 | $2,244-89.6% | $2,965-92.1% | $2,588-91.0% |
| Participant deferral / active EE | $2,505 | $4,215-40.6% | $4,851-48.4% | $4,289-41.6% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,252-100.0% | $1,587-99.9% |