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 | $296,230 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,839 | $144,996-69.8% | $111,297-60.6% | $93,030-52.9% |
| Participation rate | 90.2% | 86.2%+4.1pp | 77.3%+12.9pp | 73.9%+16.3pp |
| Annual return | 15.48% | 18.26%-2.8pp | 54.65%-39.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,373 | $3,056-55.1% | $2,731-49.7% | $2,706-49.3% |
| Participant deferral / active EE | $3,615 | $5,587-35.3% | $4,487-19.4% | $4,562-20.8% |
| Admin fee / account holder | $65 | $103-37.3% | $7,964-99.2% | $152-57.2% |