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 | $7,939 |
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 | $4,126 | $75,284-94.5% | $91,001-95.5% | $69,631-94.1% |
| Participation rate | 95.6% | 80.4%+15.2pp | 75.6%+20.0pp | 70.7%+24.9pp |
| Annual return | 0.00% | 48.40%-48.4pp | 4.60%-4.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $3,801 | $2,473+53.7% | $2,456+54.8% | $2,032+87.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $32 | $111-70.8% | $5,417-99.4% | $110-70.8% |