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 | $4,617 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,927 | $50,815-76.5% | $155,509-92.3% | $77,643-84.6% |
| Participation rate | 72.6% | 63.1%+9.5pp | 78.2%-5.6pp | 70.6%+2.0pp |
| Annual return | 13.53% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $420 | $1,993-78.9% | $4,672-91.0% | $2,726-84.6% |
| Participant deferral / active EE | $1,196 | $2,822-57.6% | $5,626-78.7% | $4,647-74.3% |
| Admin fee / account holder | $14 | $437-96.8% | $15,912-99.9% | $430-96.7% |