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 71-0294708 | Recordkeeping Fees | $38,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,996 | $60,261+281.7% | $81,783+181.2% | $74,546+208.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.17% | 16.88%-2.7pp | 775.05%-760.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $12,205 | $2,622+365.6% | $2,913+319.1% | $2,624+365.1% |
| Participant deferral / active EE | $9,717 | $3,388+186.8% | $4,320+124.9% | $4,347+123.5% |
| Admin fee / account holder | $164 | $1,482-88.9% | $7,380-97.8% | $1,944-91.6% |