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 35-0145825 | Recordkeeping | $7,574 |
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 | $15,460 | $37,134-58.4% | $100,671-84.6% | $52,331-70.5% |
| Participation rate | 76.9% | 57.7%+19.3pp | 70.7%+6.2pp | 68.1%+8.8pp |
| Annual return | 0.92% | 0.10%+0.8pp | 20.43%-19.5pp | 4.54%-3.6pp |
| Employer contribution / active EE | $282 | $1,187-76.2% | $4,012-93.0% | $1,882-85.0% |
| Participant deferral / active EE | $935 | $2,163-56.8% | $3,144-70.3% | $3,022-69.1% |
| Admin fee / account holder | $52 | $467-88.8% | $4,850-98.9% | $592-91.2% |