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 | $59,445 |
Service code 10 · EIN 52-1743645 | Accounting | $5,000 |
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 | $13,387 | $85,135-84.3% | $98,907-86.5% | $73,409-81.8% |
| Participation rate | 99.9% | 81.1%+18.7pp | 76.0%+23.8pp | 72.2%+27.7pp |
| Annual return | 25.94% | 19.14%+6.8pp | 196.43%-170.5pp | 59.29%-33.4pp |
| Employer contribution / active EE | $4,541 | $2,721+66.9% | $2,689+68.9% | $2,234+103.3% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $80 | $139-42.2% | $6,642-98.8% | $158-49.0% |