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 | $45,292 |
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 | $8,535 | $74,347-88.5% | $93,606-90.9% | $67,579-87.4% |
| Participation rate | 99.9% | 80.6%+19.2pp | 75.8%+24.0pp | 71.3%+28.6pp |
| Annual return | 32.77% | 28.07%+4.7pp | 32.76%0pp | 378.56%-345.8pp |
| Employer contribution / active EE | $4,225 | $2,583+63.6% | $2,718+55.5% | $2,148+96.7% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $63 | $123-48.7% | $7,888-99.2% | $142-55.8% |