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 | $625 |
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 | $12,976 | $85,202-84.8% | $172,739-92.5% | $72,985-82.2% |
| Participation rate | 72.3% | 70.1%+2.3pp | 82.6%-10.3pp | 69.5%+2.9pp |
| Annual return | 16.58% | 27.32%-10.7pp | 802.84%-786.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $319 | $3,324-90.4% | $5,143-93.8% | $2,440-86.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $243 | $5,884-95.9% | $13,954-98.3% | $5,124-95.3% |