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 15 · EIN 16-1450952 | Recordkeeping | $8,703 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,058 | $71,516-72.0% | $98,439-79.6% | $71,457-71.9% |
| Participation rate | 89.0% | 72.7%+16.3pp | 75.2%+13.8pp | 67.9%+21.1pp |
| Annual return | 11.53% | 32.41%-20.9pp | 21.16%-9.6pp | 28.85%-17.3pp |
| Employer contribution / active EE | $1,788 | $2,399-25.5% | $3,048-41.3% | $2,588-30.9% |
| Participant deferral / active EE | $1,838 | $4,109-55.3% | $4,738-61.2% | $4,289-57.1% |
| Admin fee / account holder | $90 | $1,675-94.6% | $8,948-99.0% | $1,587-94.3% |