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 | $12,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,170 | $55,415-11.3% | $155,509-68.4% | $74,495-34.0% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.3pp |
| Annual return | 11.21% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,061 | $2,267+35.0% | $4,672-34.5% | $2,623+16.7% |
| Participant deferral / active EE | $3,382 | $2,836+19.3% | $5,626-39.9% | $4,346-22.2% |
| Admin fee / account holder | $90 | $1,738-94.8% | $15,912-99.4% | $1,942-95.4% |