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 9-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 30-0219031 | Recordkeeping | $29,497 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,338 | $65,435-3.2% | $86,677-26.9% | $66,914-5.3% |
| Participation rate | 96.3% | 75.5%+20.8pp | 76.6%+19.7pp | 69.8%+26.5pp |
| Annual return | -15.11% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,192 | $4,100-22.1% | $4,656-31.4% | $4,237-24.6% |
| Admin fee / account holder | $131 | $642-79.7% | $7,493-98.3% | $593-78.0% |