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 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,885 | $65,435-17.7% | $86,677-37.8% | $66,914-19.5% |
| Participation rate | 81.3% | 75.5%+5.8pp | 76.6%+4.7pp | 69.8%+11.4pp |
| Annual return | -16.46% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,141 | $2,153-0.6% | $2,836-24.5% | $2,544-15.9% |
| Participant deferral / active EE | $3,814 | $4,100-7.0% | $4,656-18.1% | $4,237-10.0% |
| Admin fee / account holder | $124 | $642-80.7% | $7,493-98.3% | $593-79.1% |