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 04-2647786 | Recordkeeping Fees | $1,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,930 | $54,517+165.8% | $75,972+90.8% | $74,495+94.6% |
| Participation rate | 97.7% | 60.3%+37.3pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 15.61% | 31.82%-16.2pp | 359.55%-343.9pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $4,790 | $1,777+169.5% | $2,685+78.4% | $2,623+82.6% |
| Participant deferral / active EE | $10,765 | $3,066+251.2% | $4,255+153.0% | $4,346+147.7% |
| Admin fee / account holder | $27 | $2,229-98.8% | $6,467-99.6% | $1,942-98.6% |