Filed July 16, 2025
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 15 · EIN 13-3689044 | Recordkeeping | $4,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,833 | $69,362+25.2% | $101,248-14.2% | $73,488+18.2% |
| Participation rate | 94.1% | 68.4%+25.7pp | 75.8%+18.3pp | 70.7%+23.4pp |
| Annual return | 14.24% | 18.46%-4.2pp | 46.47%-32.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,963 | $2,628+88.8% | $3,660+35.6% | $2,270+118.6% |
| Participant deferral / active EE | $4,433 | $3,300+34.3% | $4,370+1.4% | $3,740+18.5% |
| Admin fee / account holder | $26 | $704-96.4% | $5,945-99.6% | $513-95.0% |