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 35-0145825 | Recordkeeping | $16,577 |
Participant contribution per participant 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 | $9,276 | $48,230-80.8% | $67,502-86.3% | $80,856-88.5% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.6%+30.7pp |
| Annual return | 11.64% | 18.28%-6.6pp | 3512.12%-3500.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,801 | $2,020+38.7% | $2,731+2.6% | $2,755+1.7% |
| Participant deferral / active EE | $775 | $2,924-73.5% | $4,000-80.6% | $4,296-82.0% |
| Admin fee / account holder | $28 | $3,681-99.2% | $3,998-99.3% | $6,918-99.6% |