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 64 · EIN 04-2647786 | Recordkeeping Fees | $6,249 |
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 | $12,130 | $55,002-77.9% | $59,878-79.7% | $56,287-78.5% |
| Participation rate | 73.5% | 75.9%-2.4pp | 74.7%-1.2pp | 69.9%+3.7pp |
| Annual return | -5.26% | 1.13%-6.4pp | 3.46%-8.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $131 | $2,448-94.7% | $2,722-95.2% | $2,111-93.8% |
| Participant deferral / active EE | $2,658 | $3,121-14.8% | $3,402-21.9% | $3,350-20.7% |
| Admin fee / account holder | $45 | $236-80.8% | $3,590-98.7% | $521-91.3% |