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 71-0294708 | Recordkeeping | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,521 | $42,901+6.1% | $91,220-50.1% | $64,808-29.8% |
| Participation rate | 91.1% | 68.1%+23.0pp | 73.2%+17.9pp | 71.5%+19.6pp |
| Annual return | -14.59% | -13.53%-1.1pp | 114.01%-128.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,407 | $1,571-10.4% | $2,850-50.6% | $2,506-43.8% |
| Participant deferral / active EE | $4,595 | $3,501+31.3% | $4,234+8.5% | $4,310+6.6% |
| Admin fee / account holder | $1 | $131-99.6% | $5,420-100.0% | $188-99.7% |