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 | $425 |
Employer contribution per participant 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 | $227,273 | $93,182+143.9% | $146,665+55.0% | $79,386+186.3% |
| Participation rate | 76.3% | 76.4%-0.1pp | 80.1%-3.7pp | 70.7%+5.6pp |
| Annual return | 15.03% | 21.61%-6.6pp | 22.74%-7.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $587 | $2,420-75.7% | $4,136-85.8% | $2,427-75.8% |
| Participant deferral / active EE | $7,022 | $4,169+68.4% | $5,506+27.5% | $4,046+73.6% |
| Admin fee / account holder | $2 | $585-99.7% | $10,280-100.0% | $626-99.7% |