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 39-1444845 | Recordkeeping | $7,901 |
Annual investment return 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 | $24,024 | $86,897-72.4% | $151,611-84.2% | $64,808-62.9% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.5%+9.2pp | 71.5%+25.2pp |
| Annual return | -19.01% | -3.57%-15.4pp | 3.33%-22.3pp | 32.82%-51.8pp |
| Employer contribution / active EE | $3,071 | $4,010-23.4% | $6,166-50.2% | $2,506+22.5% |
| Participant deferral / active EE | $4,144 | $6,690-38.1% | $8,363-50.5% | $4,310-3.9% |
| Admin fee / account holder | $19 | $153-87.6% | $11,616-99.8% | $188-89.9% |