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 | $15,293 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,581 | $50,458-79.0% | $159,960-93.4% | $64,808-83.7% |
| Participation rate | 80.9% | 68.0%+12.9pp | 78.0%+2.9pp | 71.5%+9.4pp |
| Annual return | -15.01% | -13.42%-1.6pp | 408.60%-423.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $743 | $1,722-56.9% | $4,226-82.4% | $2,506-70.3% |
| Participant deferral / active EE | $1,363 | $4,004-65.9% | $6,182-77.9% | $4,310-68.4% |
| Admin fee / account holder | $42 | $706-94.0% | $8,698-99.5% | $188-77.6% |