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 8-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 71-0294708 | Recordkeeping Fees | $7,879 |
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 | $13,004 | $65,390-80.1% | $169,368-92.3% | $71,457-81.8% |
| Participation rate | 79.3% | 67.0%+12.4pp | 77.1%+2.2pp | 67.9%+11.4pp |
| Annual return | 20.23% | 21.31%-1.1pp | 405.60%-385.4pp | 28.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,873 | $4,367-34.2% | $6,221-53.8% | $4,289-33.0% |
| Admin fee / account holder | $58 | $1,324-95.6% | $9,003-99.4% | $1,587-96.4% |