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 3-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 71-0294708 | Recordkeeping Fees | $1,581 |
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 | $9,844 | $63,442-84.5% | $68,791-85.7% | $66,914-85.3% |
| Participation rate | 86.3% | 60.0%+26.3pp | 69.0%+17.3pp | 69.8%+16.5pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.38%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,684 | $2,945-8.8% | $3,941-31.9% | $4,237-36.6% |
| Admin fee / account holder | $11 | $577-98.0% | $4,932-99.8% | $593-98.1% |