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 | $350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,726 | $80,724-29.7% | $103,333-45.1% | $74,495-23.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 23.15% | 27.56%-4.4pp | 24.88%-1.7pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $9,279 | $3,157+193.9% | $3,868+139.9% | $2,623+253.8% |
| Participant deferral / active EE | $3,046 | $3,860-21.1% | $5,057-39.8% | $4,346-29.9% |
| Admin fee / account holder | $14 | $2,368-99.4% | $8,355-99.8% | $1,942-99.3% |