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 13-4238973 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,379 | $106,236-68.6% | $112,228-70.3% | $64,808-48.5% |
| Participation rate | 95.5% | 71.7%+23.9pp | 75.1%+20.5pp | 71.5%+24.1pp |
| Annual return | 4.58% | -6.02%+10.6pp | 27.45%-22.9pp | 32.82%-28.2pp |
| Employer contribution / active EE | $7,342 | $3,166+131.9% | $3,635+102.0% | $2,506+193.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |