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 | $0 |
Participant 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 | $38,099 | $91,372-58.3% | $129,995-70.7% | $74,419-48.8% |
| Participation rate | 94.3% | 77.8%+16.5pp | 78.5%+15.8pp | 70.7%+23.6pp |
| Annual return | 15.40% | 23.21%-7.8pp | -137.18%+152.6pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,732 | $2,563-32.4% | $4,320-59.9% | $2,637-34.3% |
| Participant deferral / active EE | $2,447 | $4,721-48.2% | $5,820-58.0% | $4,528-46.0% |
| Admin fee / account holder | $190 | $283-33.0% | $10,614-98.2% | $348-45.4% |