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 | $35,468 |
Service code 16 · EIN 39-1897480 | Consulting | $20,391 |
PLANTECH, LLP2 years Service code 15 · EIN 72-1386027 | Recordkeeping | $50 |
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 | $25,212 | $88,515-71.5% | $162,163-84.5% | $67,579-62.7% |
| Participation rate | 94.2% | 86.8%+7.4pp | 87.6%+6.7pp | 71.3%+22.9pp |
| Annual return | 34.87% | 27.04%+7.8pp | 115.59%-80.7pp | 378.56%-343.7pp |
| Employer contribution / active EE | $2,199 | $3,563-38.3% | $5,614-60.8% | $2,148+2.4% |
| Participant deferral / active EE | $4,924 | $5,724-14.0% | $7,298-32.5% | $3,539+39.1% |
| Admin fee / account holder | $104 | $124-15.7% | $10,843-99.0% | $142-26.8% |