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 | $14,127 |
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 | $14,242 | $73,360-80.6% | $177,989-92.0% | $74,495-80.9% |
| Participation rate | 92.0% | 66.6%+25.4pp | 77.1%+14.9pp | 67.2%+24.8pp |
| Annual return | 12.16% | 17.49%-5.3pp | 294.48%-282.3pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,335 | $4,513-26.1% | $6,276-46.9% | $4,346-23.3% |
| Admin fee / account holder | $95 | $1,808-94.7% | $10,363-99.1% | $1,942-95.1% |