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 | $30,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,788 | $89,282+132.7% | $94,646+119.5% | $74,419+179.2% |
| Participation rate | 91.6% | 82.4%+9.2pp | 80.8%+10.8pp | 70.7%+20.8pp |
| Annual return | 18.21% | 25.96%-7.7pp | 156.71%-138.5pp | 34.38%-16.2pp |
| Employer contribution / active EE | $6,075 | $3,022+101.0% | $3,672+65.4% | $2,637+130.4% |
| Participant deferral / active EE | $7,932 | $8,425-5.8% | $7,418+6.9% | $4,528+75.2% |
| Admin fee / account holder | $50 | $219-77.0% | $7,231-99.3% | $348-85.5% |