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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,345 | $92,971-60.9% | $96,683-62.4% | $74,419-51.2% |
| Participation rate | 99.2% | 71.5%+27.7pp | 74.3%+24.9pp | 70.7%+28.5pp |
| Annual return | 10.19% | 37.49%-27.3pp | 35.69%-25.5pp | 34.38%-24.2pp |
| Employer contribution / active EE | $7,838 | $3,426+128.8% | $3,737+109.7% | $2,637+197.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $633-99.8% | $6,730-100.0% | $348-99.6% |