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 | $19,994 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,005 | $55,214+28.6% | $104,607-32.1% | $73,488-3.4% |
| Participation rate | 96.4% | 67.8%+28.6pp | 74.1%+22.3pp | 70.7%+25.7pp |
| Annual return | 8.77% | 24.79%-16.0pp | 340.46%-331.7pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,428 | $1,468-2.7% | $2,681-46.7% | $2,270-37.1% |
| Participant deferral / active EE | $4,726 | $2,925+61.6% | $3,740+26.4% | $3,740+26.4% |
| Admin fee / account holder | $105 | $424-75.2% | $6,473-98.4% | $513-79.5% |