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 72 · EIN 66-0561870 | Other investment fees and expenses | $1,122 |
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 | $15,171 | $55,002-72.4% | $59,878-74.7% | $56,287-73.0% |
| Participation rate | 95.6% | 75.9%+19.7pp | 74.7%+20.9pp | 69.9%+25.8pp |
| Annual return | -3.70% | 1.13%-4.8pp | 3.46%-7.2pp | -9.96%+6.3pp |
| Employer contribution / active EE | $790 | $2,448-67.7% | $2,722-71.0% | $2,111-62.6% |
| Participant deferral / active EE | $800 | $3,121-74.4% | $3,402-76.5% | $3,350-76.1% |
| Admin fee / account holder | $42 | $236-82.4% | $3,590-98.8% | $521-92.0% |