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 04-2647786 | Recordkeeping Fees | $100,291 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,146 | $112,623-79.4% | $106,213-78.2% | $199,593-88.4% |
| Participation rate | 95.5% | 86.2%+9.2pp | 75.3%+20.2pp | 72.0%+23.5pp |
| Annual return | 15.30% | 15.57%-0.3pp | 116.14%-100.8pp | 34.25%-19.0pp |
| Employer contribution / active EE | $4,813 | $4,575+5.2% | $3,171+51.8% | $3,034+58.6% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $64 | $107-40.1% | $11,033-99.4% | $269-76.2% |