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 15 · EIN 48-1205033 | Recordkeeping | $18,618 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,320 | $119,446-77.1% | $150,045-81.8% | $85,563-68.1% |
| Participation rate | 79.9% | 75.4%+4.5pp | 82.3%-2.4pp | 66.0%+14.0pp |
| Annual return | 16.27% | 23.72%-7.5pp | 62.55%-46.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,135 | $4,078-47.6% | $4,693-54.5% | $2,654-19.5% |
| Participant deferral / active EE | $3,943 | $7,985-50.6% | $7,997-50.7% | $4,375-9.9% |
| Admin fee / account holder | $59 | $548-89.3% | $13,435-99.6% | $834-93.0% |