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 | $13,668 |
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 | $6,820 | $42,810-84.1% | $169,463-96.0% | $55,725-87.8% |
| Participation rate | 73.0% | 64.7%+8.3pp | 77.8%-4.7pp | 70.9%+2.2pp |
| Annual return | -6.15% | -3.61%-2.5pp | 1.83%-8.0pp | 244.93%-251.1pp |
| Employer contribution / active EE | $422 | $1,402-69.9% | $4,159-89.8% | $2,078-79.7% |
| Participant deferral / active EE | $1,033 | $3,141-67.1% | $5,277-80.4% | $3,356-69.2% |
| Admin fee / account holder | $41 | $106-61.8% | $9,109-99.6% | $115-64.7% |