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 | $5,700 |
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 | $15,775 | $61,156-74.2% | $185,823-91.5% | $79,386-80.1% |
| Participation rate | 71.9% | 66.6%+5.2pp | 81.7%-9.8pp | 70.7%+1.2pp |
| Annual return | 10.56% | 19.45%-8.9pp | 122.05%-111.5pp | 116.85%-106.3pp |
| Employer contribution / active EE | $429 | $2,321-81.5% | $5,167-91.7% | $2,427-82.3% |
| Participant deferral / active EE | $1,197 | $2,789-57.1% | $5,568-78.5% | $4,046-70.4% |
| Admin fee / account holder | $19 | $710-97.3% | $16,237-99.9% | $626-97.0% |