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 13-3689044 | Recordkeeping | $12,977 |
PLANTECH, LLP1 year Service code 15 · EIN 72-1386027 | Recordkeeping | $2,958 |
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 | $22,154 | $80,005-72.3% | $140,016-84.2% | $55,725-60.2% |
| Participation rate | 91.2% | 87.0%+4.2pp | 87.5%+3.7pp | 70.9%+20.4pp |
| Annual return | 20.20% | 0.46%+19.7pp | 651.12%-630.9pp | 244.93%-224.7pp |
| Employer contribution / active EE | $2,242 | $3,403-34.1% | $5,606-60.0% | $2,078+7.9% |
| Participant deferral / active EE | $4,755 | $5,264-9.7% | $6,927-31.4% | $3,356+41.7% |
| Admin fee / account holder | $65 | $116-44.1% | $10,705-99.4% | $115-43.9% |