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 | $550 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,252 | $44,642-50.2% | $91,220-75.6% | $66,914-66.7% |
| Participation rate | 83.2% | 64.9%+18.3pp | 73.2%+10.0pp | 69.8%+13.4pp |
| Annual return | -18.88% | -12.29%-6.6pp | 114.01%-132.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $2,199 | $1,706+28.9% | $2,850-22.8% | $2,544-13.6% |
| Participant deferral / active EE | $3,285 | $3,349-1.9% | $4,234-22.4% | $4,237-22.5% |
| Admin fee / account holder | $165 | $521-68.4% | $5,420-97.0% | $593-72.2% |