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 | $12,247 |
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 | $18,708 | $65,376-71.4% | $87,100-78.5% | $65,185-71.3% |
| Participation rate | 72.3% | 75.3%-3.0pp | 76.9%-4.5pp | 70.2%+2.1pp |
| Annual return | 18.08% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $650 | $1,822-64.3% | $2,521-74.2% | $2,177-70.1% |
| Participant deferral / active EE | $1,689 | $3,388-50.1% | $4,049-58.3% | $3,514-51.9% |
| Admin fee / account holder | $82 | $520-84.2% | $7,497-98.9% | $847-90.3% |