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 | $60,323+281.3% | $81,812+181.1% | $74,495+208.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.17% | 16.90%-2.7pp | 773.79%-759.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $12,205 | $2,620+365.8% | $2,912+319.1% | $2,623+365.3% |
| Participant deferral / active EE | $9,717 | $3,387+186.9% | $4,319+125.0% | $4,346+123.6% |
| Admin fee / account holder | $164 | $1,486-88.9% | $7,386-97.8% | $1,942-91.5% |