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 | $3,186 |
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 | $15,348 | $69,763-78.0% | $67,502-77.3% | $74,495-79.4% |
| Participation rate | 90.1% | 71.4%+18.8pp | 72.9%+17.3pp | 67.2%+22.9pp |
| Annual return | 13.89% | -40.34%+54.2pp | 3512.12%-3498.2pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,306 | $2,704-14.7% | $2,731-15.6% | $2,623-12.1% |
| Participant deferral / active EE | $1,490 | $3,636-59.0% | $4,000-62.8% | $4,346-65.7% |
| Admin fee / account holder | $114 | $896-87.3% | $3,998-97.1% | $1,942-94.1% |