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 | $475 |
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 | $12,452 | $50,175-75.2% | $99,443-87.5% | $65,185-80.9% |
| Participation rate | 81.2% | 68.4%+12.8pp | 73.8%+7.4pp | 70.2%+11.0pp |
| Annual return | 47.48% | 25.36%+22.1pp | 30.72%+16.8pp | 29.38%+18.1pp |
| Employer contribution / active EE | $1,621 | $1,496+8.4% | $2,540-36.2% | $2,177-25.5% |
| Participant deferral / active EE | $2,433 | $2,748-11.4% | $3,619-32.8% | $3,514-30.7% |
| Admin fee / account holder | $91 | $398-77.0% | $6,250-98.5% | $847-89.2% |