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 10-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 |
|---|---|---|
FINANXIAL, CORP.1+ years Service code 21 · EIN 66-0591759 | Bank Trustee | $18,169 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $11,903 |
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,746 | $107,378-92.8% | $108,579-92.9% | $57,658-86.6% |
| Participation rate | 96.4% | 77.1%+19.3pp | 79.6%+16.8pp | 70.2%+26.2pp |
| Annual return | 3.50% | 12.80%-9.3pp | -51.70%+55.2pp | 5.13%-1.6pp |
| Employer contribution / active EE | $643 | $1,782-63.9% | $3,758-82.9% | $1,974-67.4% |
| Participant deferral / active EE | $2,071 | $3,221-35.7% | $4,311-52.0% | $3,061-32.3% |
| Admin fee / account holder | $71 | $108-34.9% | $7,645-99.1% | $95-25.3% |