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 39-0230590 | Recordkeeping | $27,701 |
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 | $37,692 | $123,793-69.6% | $177,821-78.8% | $79,858-52.8% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 12.30% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,350 | $4,095-67.0% | $5,918-77.2% | $2,471-45.4% |
| Participant deferral / active EE | $2,260 | $5,956-62.1% | $7,714-70.7% | $3,740-39.6% |
| Admin fee / account holder | $280 | $7,243-96.1% | $12,427-97.7% | $5,306-94.7% |