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 | $8,361 |
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 | $569,146 | $91,407+522.7% | $135,903+318.8% | $71,457+696.5% |
| Participation rate | 96.1% | 75.7%+20.5pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 16.61% | 29.90%-13.3pp | 68.23%-51.6pp | 28.85%-12.2pp |
| Employer contribution / active EE | $19,324 | $3,703+421.8% | $4,856+297.9% | $2,588+646.8% |
| Participant deferral / active EE | $13,549 | $7,092+91.0% | $7,758+74.6% | $4,289+215.9% |
| Admin fee / account holder | $33 | $1,266-97.4% | $10,762-99.7% | $1,587-97.9% |