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 71-0294708 | Recordkeeping Fees | $22,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,605 | $95,416-76.3% | $185,823-87.8% | $85,850-73.7% |
| Participation rate | 95.2% | 68.8%+26.4pp | 81.7%+13.5pp | 69.3%+25.9pp |
| Annual return | 14.74% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,794 | $3,314-45.9% | $5,167-65.3% | $2,565-30.1% |
| Participant deferral / active EE | $2,617 | $3,423-23.5% | $5,568-53.0% | $3,952-33.8% |
| Admin fee / account holder | $121 | $7,213-98.3% | $16,237-99.3% | $6,260-98.1% |