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 7-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 | $400 |
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 | $6,809 | $45,825-85.1% | $90,645-92.5% | $56,287-87.9% |
| Participation rate | 70.2% | 66.7%+3.5pp | 74.0%-3.8pp | 69.9%+0.3pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.88%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,396 | $1,372+1.8% | $2,532-44.8% | $2,111-33.8% |
| Participant deferral / active EE | $1,850 | $2,562-27.8% | $3,425-46.0% | $3,350-44.8% |
| Admin fee / account holder | $44 | $413-89.3% | $4,994-99.1% | $521-91.5% |