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 5-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 65-0608221 | Recordkeeping | $23,803 |
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 | $13,591 | $76,050-82.1% | $96,544-85.9% | $71,457-81.0% |
| Participation rate | 96.4% | 74.4%+22.0pp | 76.0%+20.4pp | 67.9%+28.5pp |
| Annual return | 18.19% | 22.81%-4.6pp | 25.84%-7.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,032 | $2,244-9.5% | $2,965-31.5% | $2,588-21.5% |
| Participant deferral / active EE | $4,834 | $4,215+14.7% | $4,851-0.4% | $4,289+12.7% |
| Admin fee / account holder | $118 | $2,707-95.6% | $8,252-98.6% | $1,587-92.6% |