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 | $16,139 |
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 | $13,580 | $56,638-76.0% | $169,368-92.0% | $74,419-81.8% |
| Participation rate | 79.0% | 67.5%+11.5pp | 77.1%+1.9pp | 70.7%+8.3pp |
| Annual return | 22.82% | 24.75%-1.9pp | 405.60%-382.8pp | 34.38%-11.6pp |
| Employer contribution / active EE | $759 | $2,027-62.5% | $4,013-81.1% | $2,637-71.2% |
| Participant deferral / active EE | $1,479 | $4,223-65.0% | $6,221-76.2% | $4,528-67.3% |
| Admin fee / account holder | $42 | $307-86.4% | $9,003-99.5% | $348-88.0% |