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 | $36,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,811 | $91,372-22.5% | $129,995-45.5% | $74,419-4.8% |
| Participation rate | 90.7% | 77.8%+12.9pp | 78.5%+12.2pp | 70.7%+19.9pp |
| Annual return | 25.42% | 23.21%+2.2pp | -137.18%+162.6pp | 34.38%-9.0pp |
| Employer contribution / active EE | $2,219 | $2,563-13.4% | $4,320-48.6% | $2,637-15.9% |
| Participant deferral / active EE | $5,025 | $4,721+6.4% | $5,820-13.7% | $4,528+11.0% |
| Admin fee / account holder | $246 | $283-13.1% | $10,614-97.7% | $348-29.2% |