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 | $2,574 |
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 | $12,895 | $55,453-76.7% | $170,442-92.4% | $62,292-79.3% |
| Participation rate | 93.0% | 66.4%+26.6pp | 83.6%+9.4pp | 69.5%+23.5pp |
| Annual return | 12.34% | 21.38%-9.0pp | 205.93%-193.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,630 | $2,164-24.7% | $5,433-70.0% | $2,042-20.2% |
| Participant deferral / active EE | $2,018 | $2,303-12.3% | $4,939-59.1% | $3,169-36.3% |
| Admin fee / account holder | $25 | $455-94.6% | $13,880-99.8% | $479-94.8% |