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 01-0233346 | Recordkeeping | $348 |
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 | $9,014 | $46,360-80.6% | $147,614-93.9% | $52,331-82.8% |
| Participation rate | 91.3% | 64.9%+26.4pp | 84.6%+6.7pp | 68.1%+23.2pp |
| Annual return | -0.61% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,726 | $2,126-18.8% | $5,564-69.0% | $1,882-8.3% |
| Participant deferral / active EE | $1,589 | $2,258-29.6% | $4,895-67.5% | $3,022-47.4% |
| Admin fee / account holder | $13 | $766-98.2% | $11,611-99.9% | $592-97.7% |