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 01-0233346 | Recordkeeping | $1,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,311 | $101,317-60.2% | $146,958-72.6% | $74,495-45.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.02% | 8730.91%-8709.9pp | 418.34%-397.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $3,205 | $3,810-15.9% | $4,933-35.0% | $2,623+22.2% |
| Participant deferral / active EE | $6,024 | $7,303-17.5% | $8,070-25.4% | $4,346+38.6% |
| Admin fee / account holder | $15 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |