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 13-3646501 | Recordkeeping | $55,563 |
Annual investment return 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 | $38,696 | $47,722-18.9% | $82,719-53.2% | $64,808-40.3% |
| Participation rate | 92.2% | 67.6%+24.5pp | 72.6%+19.6pp | 71.5%+20.7pp |
| Annual return | -19.74% | -13.05%-6.7pp | 701.18%-720.9pp | 32.82%-52.6pp |
| Employer contribution / active EE | $1,033 | $2,179-52.6% | $3,009-65.7% | $2,506-58.8% |
| Participant deferral / active EE | $2,989 | $3,329-10.2% | $4,395-32.0% | $4,310-30.7% |
| Admin fee / account holder | $189 | $143+32.3% | $5,329-96.5% | $188+0.7% |