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 | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,190 | $100,801+22.2% | $149,696-17.7% | $73,409+67.8% |
| Participation rate | 96.9% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 15.45% | 265.34%-249.9pp | 276.60%-261.2pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,475 | $3,312-25.3% | $4,644-46.7% | $2,234+10.8% |
| Participant deferral / active EE | $8,602 | $6,404+34.3% | $6,842+25.7% | $3,805+126.0% |
| Admin fee / account holder | $2 | $181-98.7% | $9,309-100.0% | $158-98.5% |