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 | $30,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,024 | $51,197-14.0% | $82,719-46.8% | $66,914-34.2% |
| Participation rate | 98.9% | 67.8%+31.1pp | 72.6%+26.3pp | 69.8%+29.1pp |
| Annual return | -17.45% | -9.64%-7.8pp | 701.18%-718.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $4,840 | $2,611+85.4% | $3,009+60.9% | $2,544+90.3% |
| Participant deferral / active EE | $1,933 | $3,458-44.1% | $4,395-56.0% | $4,237-54.4% |
| Admin fee / account holder | $145 | $416-65.1% | $5,329-97.3% | $593-75.5% |