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 01-0233346 | Recordkeeping | $14,200 |
COMPENSATION CONSULTANTS, INC.1+ years Service code 15 · EIN 91-0988389 | Recordkeeping | $2,483 |
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 | $3,295 | $80,753-95.9% | $136,294-97.6% | $62,292-94.7% |
| Participation rate | 91.5% | 73.5%+18.0pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,463 | $2,884-49.3% | $4,695-68.8% | $2,042-28.3% |
| Participant deferral / active EE | $2,457 | $5,164-52.4% | $6,247-60.7% | $3,169-22.5% |
| Admin fee / account holder | $59 | $525-88.7% | $9,243-99.4% | $479-87.6% |