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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,509 | $55,214-68.3% | $104,607-83.3% | $73,488-76.2% |
| Participation rate | 79.4% | 67.8%+11.6pp | 74.1%+5.4pp | 70.7%+8.8pp |
| Annual return | 21.23% | 24.79%-3.6pp | 340.46%-319.2pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,692 | $1,468+15.3% | $2,681-36.9% | $2,270-25.5% |
| Participant deferral / active EE | $2,666 | $2,925-8.8% | $3,740-28.7% | $3,740-28.7% |
| Admin fee / account holder | $115 | $424-73.0% | $6,473-98.2% | $513-77.7% |