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 | $110,932 |
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 | $19,033 | $104,631-81.8% | $98,439-80.7% | $80,160-76.3% |
| Participation rate | 99.9% | 87.5%+12.4pp | 75.2%+24.8pp | 72.9%+27.0pp |
| Annual return | 21.59% | 34.72%-13.1pp | 21.16%+0.4pp | 40.38%-18.8pp |
| Employer contribution / active EE | $4,939 | $4,517+9.3% | $3,048+62.0% | $2,978+65.9% |
| Participant deferral / active EE | $0 | $6,545-100.0% | $4,738-100.0% | $5,017-100.0% |
| Admin fee / account holder | $78 | $105-25.9% | $8,948-99.1% | $145-46.4% |