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 | $4,876 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,795 | $41,854-64.7% | $73,843-80.0% | $52,331-71.7% |
| Participation rate | 84.6% | 66.2%+18.4pp | 73.4%+11.2pp | 68.1%+16.5pp |
| Annual return | 0.00% | 2.11%-2.1pp | 2267.84%-2267.8pp | 4.54%-4.5pp |
| Employer contribution / active EE | $291 | $1,920-84.9% | $2,787-89.6% | $1,882-84.5% |
| Participant deferral / active EE | $1,019 | $2,498-59.2% | $3,583-71.6% | $3,022-66.3% |
| Admin fee / account holder | $29 | $493-94.1% | $4,880-99.4% | $592-95.1% |