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 01-0233346 | Recordkeeping | $150 |
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 | $54,485 | $76,670-28.9% | $96,683-43.6% | $71,457-23.8% |
| Participation rate | 77.9% | 66.6%+11.3pp | 74.3%+3.5pp | 67.9%+10.0pp |
| Annual return | 13.49% | 48.29%-34.8pp | 35.69%-22.2pp | 28.85%-15.4pp |
| Employer contribution / active EE | $4,662 | $3,031+53.8% | $3,737+24.8% | $2,588+80.2% |
| Participant deferral / active EE | $3,263 | $3,771-13.5% | $4,878-33.1% | $4,289-23.9% |
| Admin fee / account holder | $14 | $2,028-99.3% | $6,730-99.8% | $1,587-99.1% |