Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
AMERICAN FUNDS7 years Service code 15 · EIN 82-4555287 | Recordkeeping | $2,780 |
BDS CONSULTING GROUP, INC.6 years Service code 15 · EIN 04-2547708 | Recordkeeping | $2,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,061 | $88,360-25.2% | $145,433-54.6% | $67,986-2.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 19.75% | 63.15%-43.4pp | 66.58%-46.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $3,908 | $3,054+28.0% | $4,554-14.2% | $2,019+93.6% |
| Participant deferral / active EE | $4,636 | $5,932-21.8% | $7,897-41.3% | $3,358+38.1% |
| Admin fee / account holder | $20 | $3,313-99.4% | $13,129-99.8% | $3,203-99.4% |