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 13-3689044 | Recordkeeping | $29,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,214 | $50,815-66.1% | $155,509-88.9% | $77,643-77.8% |
| Participation rate | 93.2% | 63.1%+30.1pp | 78.2%+15.0pp | 70.6%+22.7pp |
| Annual return | 13.16% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $969 | $1,993-51.4% | $4,672-79.3% | $2,726-64.5% |
| Participant deferral / active EE | $2,681 | $2,822-5.0% | $5,626-52.4% | $4,647-42.3% |
| Admin fee / account holder | $54 | $437-87.6% | $15,912-99.7% | $430-87.4% |