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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,797 |
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 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 | $5,872 | $33,745-82.6% | $64,105-90.8% | $55,191-89.4% |
| Participation rate | 75.8% | 59.4%+16.4pp | 68.2%+7.6pp | 69.2%+6.6pp |
| Annual return | -0.06% | 4.95%-5.0pp | 791.24%-791.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $449 | $641-29.9% | $1,820-75.3% | $1,899-76.3% |
| Participant deferral / active EE | $325 | $1,929-83.1% | $2,822-88.5% | $3,046-89.3% |
| Admin fee / account holder | $8 | $94-91.4% | $4,499-99.8% | $91-91.0% |