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 04-2647786 | Recordkeeping | $16,055 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,036 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,653 | $86,655-33.5% | $119,609-51.8% | $66,914-13.8% |
| Participation rate | 99.1% | 75.6%+23.5pp | 79.3%+19.8pp | 69.8%+29.3pp |
| Annual return | -19.94% | -8.00%-11.9pp | -14.97%-5.0pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,639 | $2,536-35.4% | $4,232-61.3% | $2,544-35.6% |
| Participant deferral / active EE | $7,695 | $4,358+76.6% | $5,602+37.4% | $4,237+81.6% |
| Admin fee / account holder | $247 | $755-67.3% | $10,323-97.6% | $593-58.4% |