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 6-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 84-0467907 | Recordkeeping | $24,677 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $19,033 | $59,263-67.9% | $96,562-80.3% | $79,386-76.0% |
| Participation rate | 94.2% | 61.9%+32.3pp | 69.8%+24.4pp | 70.7%+23.5pp |
| Annual return | 14.87% | 27.07%-12.2pp | 37.78%-22.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $864 | $1,216-29.0% | $2,356-63.4% | $2,427-64.4% |
| Participant deferral / active EE | $1,800 | $2,948-39.0% | $3,849-53.2% | $4,046-55.5% |
| Admin fee / account holder | $148 | $658-77.6% | $6,181-97.6% | $626-76.4% |