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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,863 |
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 | $31,953 | $106,520-70.0% | $189,557-83.1% | $106,520-70.0% |
| Participation rate | 74.3% | 71.3%+2.9pp | 78.4%-4.2pp | 71.3%+2.9pp |
| Annual return | 45.33% | 19.28%+26.0pp | 64.17%-18.8pp | 19.28%+26.0pp |
| Employer contribution / active EE | $1,274 | $2,840-55.2% | $4,412-71.1% | $2,840-55.2% |
| Participant deferral / active EE | $0 | $4,948-100.0% | $6,174-100.0% | $4,948-100.0% |
| Admin fee / account holder | $0 | $75-99.8% | $9,807-100.0% | $75-99.8% |