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 | $10,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,161 | $65,061-39.8% | $143,757-72.8% | $66,914-41.5% |
| Participation rate | 74.8% | 65.2%+9.6pp | 80.3%-5.5pp | 69.8%+5.0pp |
| Annual return | -11.26% | -11.14%-0.1pp | -0.04%-11.2pp | 1.58%-12.8pp |
| Employer contribution / active EE | $2,549 | $2,361+8.0% | $4,951-48.5% | $2,544+0.2% |
| Participant deferral / active EE | $3,320 | $2,919+13.7% | $5,637-41.1% | $4,237-21.7% |
| Admin fee / account holder | $92 | $502-81.6% | $14,673-99.4% | $593-84.5% |