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 65-0608221 | Recordkeeping | $21,681 |
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 | $17,439 | $105,181-83.4% | $159,436-89.1% | $85,850-79.7% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 61.62% | 45.07%+16.5pp | 263.57%-202.0pp | 318.53%-256.9pp |
| Employer contribution / active EE | $746 | $3,318-77.5% | $4,829-84.6% | $2,565-70.9% |
| Participant deferral / active EE | $2,676 | $5,945-55.0% | $7,352-63.6% | $3,952-32.3% |
| Admin fee / account holder | $246 | $6,933-96.5% | $10,799-97.7% | $6,260-96.1% |