Filed April 15, 2025
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 84-0467907 | Recordkeeping | $258,361 |
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 | $41,440 | $176,491-76.5% | $95,952-56.8% | $90,288-54.1% |
| Participation rate | 89.9% | 86.6%+3.3pp | 77.1%+12.8pp | 73.4%+16.5pp |
| Annual return | 14.77% | 20.14%-5.4pp | 91.61%-76.8pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,272 | $2,789-54.4% | $2,541-49.9% | $2,524-49.6% |
| Participant deferral / active EE | $3,104 | $5,340-41.9% | $4,167-25.5% | $4,232-26.7% |
| Admin fee / account holder | $65 | $154-57.8% | $6,795-99.0% | $114-43.0% |