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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,788 | $46,360-74.6% | $147,614-92.0% | $52,331-77.5% |
| Participation rate | 81.0% | 64.9%+16.0pp | 84.6%-3.7pp | 68.1%+12.8pp |
| Annual return | 1.39% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,682 | $2,258-25.5% | $4,895-65.7% | $3,022-44.4% |
| Admin fee / account holder | $10 | $766-98.7% | $11,611-99.9% | $592-98.3% |