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 13-3689044 | Recordkeeping | $17,696 |
Participant contribution per participant 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 | $14,558 | $96,458-84.9% | $136,294-89.3% | $77,958-81.3% |
| Participation rate | 98.0% | 75.4%+22.6pp | 81.9%+16.1pp | 71.6%+26.3pp |
| Annual return | 18.60% | 23.78%-5.2pp | 5155.94%-5137.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $1,544 | $3,144-50.9% | $4,695-67.1% | $2,310-33.2% |
| Participant deferral / active EE | $1,524 | $5,902-74.2% | $6,247-75.6% | $3,537-56.9% |
| Admin fee / account holder | $17 | $80-78.6% | $9,243-99.8% | $97-82.3% |