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 13-3689044 | Recordkeeping | $31,944 |
Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $31,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,272 | $78,485+66.0% | $106,213+22.7% | $74,495+74.9% |
| Participation rate | 85.2% | 72.8%+12.4pp | 75.3%+10.0pp | 67.2%+18.0pp |
| Annual return | 13.66% | 15.95%-2.3pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,457 | $2,523+76.7% | $3,171+40.5% | $2,623+69.9% |
| Participant deferral / active EE | $7,809 | $4,322+80.7% | $5,016+55.7% | $4,346+79.7% |
| Admin fee / account holder | $258 | $2,232-88.5% | $11,033-97.7% | $1,942-86.7% |