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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $34,055 |
Employer 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 | $5,973 | $52,293-88.6% | $178,490-96.7% | $73,409-91.9% |
| Participation rate | 70.5% | 65.3%+5.1pp | 81.9%-11.4pp | 72.2%-1.7pp |
| Annual return | 10.96% | 34.75%-23.8pp | 151.07%-140.1pp | 59.29%-48.3pp |
| Employer contribution / active EE | $288 | $1,735-83.4% | $5,011-94.3% | $2,234-87.1% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $47 | $127-62.9% | $13,984-99.7% | $158-70.0% |