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 15 · EIN 13-1624203 | Recordkeeping | $19,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,101 | $69,763+39.2% | $67,502+43.8% | $74,495+30.3% |
| Participation rate | 98.3% | 71.4%+26.9pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 11.67% | -40.34%+52.0pp | 3512.12%-3500.4pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,219 | $2,704-17.9% | $2,731-18.8% | $2,623-15.4% |
| Participant deferral / active EE | $2,637 | $3,636-27.5% | $4,000-34.1% | $4,346-39.3% |
| Admin fee / account holder | $34 | $896-96.2% | $3,998-99.2% | $1,942-98.3% |