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 | $32,207 |
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 | $61,767 | $91,407-32.4% | $135,903-54.6% | $71,457-13.6% |
| Participation rate | 81.7% | 75.7%+6.1pp | 81.9%-0.2pp | 67.9%+13.8pp |
| Annual return | 17.14% | 29.90%-12.8pp | 68.23%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $6,664 | $3,703+79.9% | $4,856+37.2% | $2,588+157.5% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $102 | $1,266-92.0% | $10,762-99.1% | $1,587-93.6% |