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 10-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 49 · EIN 04-1590850 | Other Services | $15,740 |
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 | $17,719 | $59,186-70.1% | $76,768-76.9% | $56,287-68.5% |
| Participation rate | 80.5% | 75.2%+5.3pp | 77.0%+3.6pp | 69.9%+10.7pp |
| Annual return | -1.51% | 6.62%-8.1pp | 2.43%-3.9pp | -9.96%+8.5pp |
| Employer contribution / active EE | $693 | $1,759-60.6% | $2,485-72.1% | $2,111-67.2% |
| Participant deferral / active EE | $1,699 | $3,255-47.8% | $3,852-55.9% | $3,350-49.3% |
| Admin fee / account holder | $114 | $489-76.7% | $6,675-98.3% | $521-78.1% |