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 | $7,388 |
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 | $9,518 | $38,925-75.5% | $73,843-87.1% | $55,191-82.8% |
| Participation rate | 92.4% | 66.0%+26.4pp | 73.4%+19.0pp | 69.2%+23.2pp |
| Annual return | 2.00% | 6.31%-4.3pp | 2267.84%-2265.8pp | 10.78%-8.8pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $781 | $2,351-66.8% | $3,583-78.2% | $3,046-74.4% |
| Admin fee / account holder | $21 | $83-74.2% | $4,880-99.6% | $91-76.4% |