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 5-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 | $2,381 |
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 | $21,772 | $62,586-65.2% | $76,768-71.6% | $64,186-66.1% |
| Participation rate | 79.0% | 72.8%+6.2pp | 77.0%+2.1pp | 69.6%+9.4pp |
| Annual return | -5.16% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,354 | $1,832-26.1% | $2,485-45.5% | $2,381-43.1% |
| Participant deferral / active EE | $2,084 | $3,145-33.7% | $3,852-45.9% | $3,470-39.9% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |