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 71-0294708 | Recordkeeping Fees | $92,117 |
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 | $54,345 | $71,142-23.6% | $119,609-54.6% | $64,808-16.1% |
| Participation rate | 77.8% | 78.6%-0.9pp | 79.3%-1.5pp | 71.5%+6.3pp |
| Annual return | -17.80% | -10.01%-7.8pp | -14.97%-2.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,823 | $2,497-27.0% | $4,232-56.9% | $2,506-27.3% |
| Participant deferral / active EE | $2,990 | $4,490-33.4% | $5,602-46.6% | $4,310-30.6% |
| Admin fee / account holder | $210 | $162+29.7% | $10,323-98.0% | $188+12.0% |