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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,376 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,263 | $65,376-65.9% | $87,100-74.4% | $65,185-65.8% |
| Participation rate | 85.8% | 75.3%+10.5pp | 76.9%+9.0pp | 70.2%+15.6pp |
| Annual return | 27.59% | 31.27%-3.7pp | 28.19%-0.6pp | 29.38%-1.8pp |
| Employer contribution / active EE | $771 | $1,822-57.7% | $2,521-69.4% | $2,177-64.6% |
| Participant deferral / active EE | $2,190 | $3,388-35.4% | $4,049-45.9% | $3,514-37.7% |
| Admin fee / account holder | $28 | $520-94.6% | $7,497-99.6% | $847-96.7% |