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 | $41,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,023 | $64,612+163.1% | $86,436+96.7% | $64,808+162.3% |
| Participation rate | 90.4% | 81.5%+8.9pp | 80.3%+10.1pp | 71.5%+18.9pp |
| Annual return | -17.17% | 0.66%-17.8pp | 4394.89%-4412.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $5,624 | $2,744+104.9% | $3,769+49.2% | $2,506+124.4% |
| Participant deferral / active EE | $7,348 | $7,497-2.0% | $6,952+5.7% | $4,310+70.5% |
| Admin fee / account holder | $66 | $169-60.9% | $6,731-99.0% | $188-64.8% |