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 | $128,375 |
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 | $13,219 | $53,345-75.2% | $121,098-89.1% | $74,419-82.2% |
| Participation rate | 90.8% | 60.0%+30.9pp | 69.5%+21.4pp | 70.7%+20.1pp |
| Annual return | 24.04% | 35.15%-11.1pp | 985.75%-961.7pp | 34.38%-10.3pp |
| Employer contribution / active EE | $955 | $1,898-49.7% | $4,164-77.1% | $2,637-63.8% |
| Participant deferral / active EE | $2,578 | $3,221-20.0% | $4,080-36.8% | $4,528-43.1% |
| Admin fee / account holder | $138 | $382-63.8% | $5,644-97.5% | $348-60.2% |