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 | $14,177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,317 | $51,197-48.6% | $82,719-68.2% | $66,914-60.7% |
| Participation rate | 92.8% | 67.8%+25.0pp | 72.6%+20.2pp | 69.8%+23.0pp |
| Annual return | -18.06% | -9.64%-8.4pp | 701.18%-719.2pp | 1.58%-19.6pp |
| Employer contribution / active EE | $530 | $2,611-79.7% | $3,009-82.4% | $2,544-79.2% |
| Participant deferral / active EE | $2,674 | $3,458-22.7% | $4,395-39.2% | $4,237-36.9% |
| Admin fee / account holder | $67 | $416-83.9% | $5,329-98.7% | $593-88.7% |