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 25-1900215 | Recordkeeping | $46,642 |
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 | $44,484 | $66,098-32.7% | $101,794-56.3% | $74,304-40.1% |
| Participation rate | 86.8% | 53.8%+33.1pp | 69.2%+17.7pp | 60.3%+26.5pp |
| Annual return | 12.22% | 19.59%-7.4pp | 30.53%-18.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,169 | $1,082+8.1% | $2,289-48.9% | $2,241-47.9% |
| Participant deferral / active EE | $3,800 | $2,781+36.7% | $4,084-6.9% | $3,767+0.9% |
| Admin fee / account holder | $283 | $4,146-93.2% | $8,777-96.8% | $2,969-90.5% |