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 | $5,946 |
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 | $559,885 | $101,317+452.6% | $146,958+281.0% | $74,495+651.6% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 14.36% | 8730.91%-8716.5pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $16,439 | $3,810+331.5% | $4,933+233.3% | $2,623+526.7% |
| Participant deferral / active EE | $12,037 | $7,303+64.8% | $8,070+49.2% | $4,346+177.0% |
| Admin fee / account holder | $21 | $1,739-98.8% | $12,998-99.8% | $1,942-98.9% |