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 8-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 13-3689044 | Recordkeeping | $94,525 |
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 | $8,442 | $62,723-86.5% | $142,863-94.1% | $86,799-90.3% |
| Participation rate | 91.9% | 62.6%+29.4pp | 71.9%+20.0pp | 72.3%+19.7pp |
| Annual return | 13.92% | 17.62%-3.7pp | 5637.54%-5623.6pp | 97.91%-84.0pp |
| Employer contribution / active EE | $877 | $1,627-46.1% | $4,144-78.8% | $2,405-63.6% |
| Participant deferral / active EE | $2,323 | $3,039-23.6% | $3,837-39.5% | $4,131-43.8% |
| Admin fee / account holder | $99 | $140-28.9% | $6,560-98.5% | $170-41.4% |