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 14-0696635 | Recordkeeping | $14,691 |
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 | $37,799 | $88,515-57.3% | $162,163-76.7% | $67,579-44.1% |
| Participation rate | 83.3% | 86.8%-3.5pp | 87.6%-4.2pp | 71.3%+12.1pp |
| Annual return | 26.59% | 27.04%-0.5pp | 115.59%-89.0pp | 378.56%-352.0pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,506 | $5,724-56.2% | $7,298-65.7% | $3,539-29.2% |
| Admin fee / account holder | $0 | $124-99.8% | $10,843-100.0% | $142-99.8% |