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 48-1205033 | Recordkeeping | $12,448 |
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 | $44,507 | $61,156-27.2% | $185,823-76.0% | $79,386-43.9% |
| Participation rate | 73.8% | 66.6%+7.2pp | 81.7%-7.9pp | 70.7%+3.1pp |
| Annual return | 11.46% | 19.45%-8.0pp | 122.05%-110.6pp | 116.85%-105.4pp |
| Employer contribution / active EE | $2,068 | $2,321-10.9% | $5,167-60.0% | $2,427-14.8% |
| Participant deferral / active EE | $2,593 | $2,789-7.0% | $5,568-53.4% | $4,046-35.9% |
| Admin fee / account holder | $118 | $710-83.4% | $16,237-99.3% | $626-81.2% |