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 15 · EIN 06-1050034 | Recordkeeping | $700 |
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 | $21,728 | $67,606-67.9% | $82,313-73.6% | $70,131-69.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 26.49% | 21.57%+4.9pp | 25.88%+0.6pp | 73.14%-46.6pp |
| Employer contribution / active EE | $1,171 | $1,755-33.3% | $2,428-51.8% | $2,342-50.0% |
| Participant deferral / active EE | $3,070 | $2,987+2.8% | $3,706-17.2% | $3,332-7.9% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |