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 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $73,552 |
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 | $38,662 | $112,623-65.7% | $106,213-63.6% | $199,593-80.6% |
| Participation rate | 93.0% | 86.2%+6.8pp | 75.3%+17.7pp | 72.0%+21.0pp |
| Annual return | 17.25% | 15.57%+1.7pp | 116.14%-98.9pp | 34.25%-17.0pp |
| Employer contribution / active EE | $0 | $4,575-100.0% | $3,171-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,393 | $6,659-49.1% | $5,016-32.4% | $5,087-33.3% |
| Admin fee / account holder | $48 | $107-54.9% | $11,033-99.6% | $269-82.0% |