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 | $41,552 |
Service code 26 · EIN 13-2638166 | Advisory (Participants) | $20,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,853 | $52,208-14.1% | $86,612-48.2% | $74,419-39.7% |
| Participation rate | 87.7% | 66.3%+21.3pp | 71.7%+16.0pp | 70.7%+16.9pp |
| Annual return | 20.09% | 44.46%-24.4pp | 591.07%-571.0pp | 34.38%-14.3pp |
| Employer contribution / active EE | $995 | $2,282-56.4% | $3,022-67.1% | $2,637-62.3% |
| Participant deferral / active EE | $2,858 | $3,383-15.5% | $4,438-35.6% | $4,528-36.9% |
| Admin fee / account holder | $187 | $319-41.3% | $5,614-96.7% | $348-46.2% |