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 | $167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,737 | $86,655+99.3% | $119,609+44.4% | $66,914+158.1% |
| Participation rate | 78.7% | 75.6%+3.1pp | 79.3%-0.6pp | 69.8%+8.9pp |
| Annual return | -14.62% | -8.00%-6.6pp | -14.97%+0.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,617 | $2,536+42.6% | $4,232-14.5% | $2,544+42.2% |
| Participant deferral / active EE | $7,341 | $4,358+68.4% | $5,602+31.0% | $4,237+73.3% |
| Admin fee / account holder | $1 | $755-99.9% | $10,323-100.0% | $593-99.9% |