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 | $11,677 |
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 | $39,873 | $61,272-34.9% | $149,673-73.4% | $71,457-44.2% |
| Participation rate | 86.4% | 62.5%+23.9pp | 78.8%+7.6pp | 67.9%+18.5pp |
| Annual return | 13.09% | 35.85%-22.8pp | 134.42%-121.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $2,729 | $2,378+14.8% | $4,818-43.3% | $2,588+5.5% |
| Participant deferral / active EE | $3,233 | $2,917+10.8% | $5,680-43.1% | $4,289-24.6% |
| Admin fee / account holder | $88 | $1,261-93.0% | $13,210-99.3% | $1,587-94.5% |