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 | $19,139 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,033 | $84,487+484.7% | $125,339+294.2% | $66,914+638.3% |
| Participation rate | 97.7% | 76.4%+21.3pp | 82.4%+15.4pp | 69.8%+27.9pp |
| Annual return | -16.51% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $19,721 | $3,553+455.1% | $4,814+309.7% | $2,544+675.1% |
| Participant deferral / active EE | $13,350 | $6,781+96.9% | $7,446+79.3% | $4,237+215.1% |
| Admin fee / account holder | $73 | $685-89.4% | $10,010-99.3% | $593-87.7% |