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 10 · EIN 91-1035498 | Accounting | $8,518 |
Annual investment return 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 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 | $12,753 | $58,083-78.0% | $80,019-84.1% | $56,287-77.3% |
| Participation rate | 92.0% | 73.6%+18.4pp | 75.8%+16.2pp | 69.9%+22.1pp |
| Annual return | -9.52% | 34.61%-44.1pp | 11.22%-20.7pp | -9.96%+0.4pp |
| Employer contribution / active EE | $1,944 | $1,932+0.6% | $2,468-21.2% | $2,111-7.9% |
| Participant deferral / active EE | $2,967 | $3,135-5.4% | $3,686-19.5% | $3,350-11.4% |
| Admin fee / account holder | $81 | $623-87.0% | $6,521-98.8% | $521-84.4% |