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 64 · EIN 04-2647786 | Recordkeeping Fees | -$39,280 |
Participant contribution per participant 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 | $91,068 | $122,239-25.5% | $184,203-50.6% | $74,495+22.2% |
| Participation rate | 93.4% | 85.5%+8.0pp | 86.8%+6.6pp | 67.2%+26.2pp |
| Annual return | 16.51% | 19.95%-3.4pp | 28.81%-12.3pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $14,734 | $4,537+224.7% | $6,427+129.2% | $2,623+461.7% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $50 | $1,260-96.1% | $13,901-99.6% | $1,942-97.4% |