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 15 · EIN 01-0233346 | Recordkeeping | $25 |
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 | $3,272 | $55,449-94.1% | $83,848-96.1% | $56,287-94.2% |
| Participation rate | 82.8% | 68.0%+14.7pp | 76.1%+6.6pp | 69.9%+12.9pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.88%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,201 | $2,430-50.6% | $3,631-66.9% | $2,111-43.1% |
| Participant deferral / active EE | $1,811 | $2,935-38.3% | $4,082-55.6% | $3,350-45.9% |
| Admin fee / account holder | $30 | $656-95.4% | $5,478-99.4% | $521-94.2% |