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 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,276 | $106,028-66.7% | $146,958-76.0% | $77,643-54.6% |
| Participation rate | 89.7% | 78.4%+11.4pp | 82.2%+7.6pp | 70.6%+19.1pp |
| Annual return | 16.26% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,935 | $7,990+24.3% | $8,070+23.1% | $4,647+113.8% |
| Admin fee / account holder | $4 | $337-98.8% | $12,998-100.0% | $430-99.1% |