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 01-0233346 | Recordkeeping | $470 |
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 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 | $12,012 | $55,002-78.2% | $59,878-79.9% | $56,287-78.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 11.39% | 1.13%+10.3pp | 3.46%+7.9pp | -9.96%+21.4pp |
| Employer contribution / active EE | $494 | $2,448-79.8% | $2,722-81.9% | $2,111-76.6% |
| Participant deferral / active EE | $2,559 | $3,121-18.0% | $3,402-24.8% | $3,350-23.6% |
| Admin fee / account holder | $4 | $236-98.4% | $3,590-99.9% | $521-99.3% |