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 20-4006400 | Recordkeeping | $6,645 |
Annual investment return 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 | $9,121 | $62,928-85.5% | $172,739-94.7% | $67,579-86.5% |
| Participation rate | 82.4% | 64.5%+18.0pp | 82.6%-0.2pp | 71.3%+11.1pp |
| Annual return | 2.91% | 30.36%-27.4pp | 802.84%-799.9pp | 378.56%-375.6pp |
| Employer contribution / active EE | $335 | $1,636-79.5% | $5,143-93.5% | $2,148-84.4% |
| Participant deferral / active EE | $968 | $2,145-54.9% | $5,198-81.4% | $3,539-72.6% |
| Admin fee / account holder | $22 | $167-86.6% | $13,954-99.8% | $142-84.3% |