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 4-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 | $12,591 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,164 | $86,929-90.6% | $102,423-92.0% | $80,856-89.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.56% | 18.88%-2.3pp | 29.32%-12.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,378 | $2,369-41.9% | $3,023-54.4% | $2,755-50.0% |
| Participant deferral / active EE | $1,367 | $4,118-66.8% | $5,053-73.0% | $4,296-68.2% |
| Admin fee / account holder | $87 | $8,049-98.9% | $9,451-99.1% | $6,918-98.7% |