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 01-0233346 | Recordkeeping | $2,622 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,620 | $96,484-60.0% | $156,263-75.3% | $74,304-48.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 16.34% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,798 | $2,528-28.9% | $4,333-58.5% | $2,241-19.8% |
| Participant deferral / active EE | $3,132 | $4,286-26.9% | $6,158-49.1% | $3,767-16.9% |
| Admin fee / account holder | $271 | $3,728-92.7% | $14,255-98.1% | $2,969-90.9% |