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 9-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 04-1590850 | Recordkeeping | $743 |
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 | $4,881 | $73,102-93.3% | $123,544-96.0% | $56,287-91.3% |
| Participation rate | 91.3% | 74.3%+17.0pp | 82.3%+9.1pp | 69.9%+21.5pp |
| Annual return | 252.70% | 3.01%+249.7pp | 119.20%+133.5pp | -9.96%+262.7pp |
| Employer contribution / active EE | $812 | $2,977-72.7% | $4,628-82.5% | $2,111-61.5% |
| Participant deferral / active EE | $4,135 | $5,423-23.7% | $6,426-35.6% | $3,350+23.5% |
| Admin fee / account holder | $4 | $554-99.4% | $9,284-100.0% | $521-99.3% |