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 26 · EIN 42-1460565 | Advisory (Participants) | $15,646 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $11,540 |
Service code 10 · EIN 59-3823192 | Accounting | $8,200 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 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 | $19,695 | $72,277-72.8% | $101,248-80.5% | $79,858-75.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.96% | 22.30%-29.3pp | 46.47%-53.4pp | 31.71%-38.7pp |
| Employer contribution / active EE | $3,276 | $2,692+21.7% | $3,660-10.5% | $2,471+32.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $264 | $4,400-94.0% | $5,945-95.6% | $5,306-95.0% |