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 71-0294708 | Recordkeeping Fees | $15,418 |
Participant 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 | $8,333 | $106,236-92.2% | $112,228-92.6% | $64,808-87.1% |
| Participation rate | 98.8% | 71.7%+27.1pp | 75.1%+23.8pp | 71.5%+27.3pp |
| Annual return | -5.49% | -6.02%+0.5pp | 27.45%-32.9pp | 32.82%-38.3pp |
| Employer contribution / active EE | $1,957 | $3,166-38.2% | $3,635-46.1% | $2,506-21.9% |
| Participant deferral / active EE | $660 | $3,785-82.6% | $4,728-86.0% | $4,310-84.7% |
| Admin fee / account holder | $19 | $452-95.9% | $6,410-99.7% | $188-90.0% |