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 | $15,051 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $12,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,242 | $88,890+3.8% | $102,423-9.9% | $77,643+18.8% |
| Participation rate | 89.3% | 80.9%+8.4pp | 76.5%+12.8pp | 70.6%+18.7pp |
| Annual return | 14.03% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,553 | $2,698+31.7% | $3,023+17.5% | $2,726+30.3% |
| Participant deferral / active EE | $6,438 | $5,145+25.1% | $5,053+27.4% | $4,647+38.5% |
| Admin fee / account holder | $48 | $235-79.5% | $9,451-99.5% | $430-88.8% |