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 13-2624428 | Recordkeeping Fees | $1,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,206 | $129,021+16.4% | $184,203-18.5% | $77,643+93.5% |
| Participation rate | 75.2% | 87.3%-12.1pp | 86.8%-11.6pp | 70.6%+4.6pp |
| Annual return | 17.10% | 33.27%-16.2pp | 28.81%-11.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,240 | $4,413-49.2% | $6,427-65.1% | $2,726-17.8% |
| Participant deferral / active EE | $7,564 | $7,297+3.6% | $9,131-17.2% | $4,647+62.8% |
| Admin fee / account holder | $12 | $254-95.4% | $13,901-99.9% | $430-97.3% |