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 | $27,231 |
Service code 27 · EIN 39-1794957 | Advisory (Plan) | $25,670 |
Employer 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 | $34,147 | $88,890-61.6% | $102,423-66.7% | $77,643-56.0% |
| Participation rate | 74.8% | 80.9%-6.1pp | 76.5%-1.7pp | 70.6%+4.2pp |
| Annual return | 12.43% | 24.98%-12.6pp | 29.32%-16.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $787 | $2,698-70.8% | $3,023-74.0% | $2,726-71.1% |
| Participant deferral / active EE | $2,820 | $5,145-45.2% | $5,053-44.2% | $4,647-39.3% |
| Admin fee / account holder | $219 | $235-7.1% | $9,451-97.7% | $430-49.2% |