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 15 · EIN 13-3689044 | Recordkeeping | $16,503 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,655 | $63,299-57.9% | $91,001-70.7% | $62,292-57.2% |
| Participation rate | 96.6% | 73.3%+23.3pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 20.33% | 20.99%-0.7pp | 4.60%+15.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $151 | $1,807-91.6% | $2,456-93.8% | $2,042-92.6% |
| Participant deferral / active EE | $1,584 | $2,943-46.2% | $3,547-55.3% | $3,169-50.0% |
| Admin fee / account holder | $109 | $468-76.7% | $5,417-98.0% | $479-77.2% |