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 71-0294708 | Recordkeeping Fees | $41,625 |
Service code 99 · EIN 13-4226829 | Other Fees | $17,250 |
Annual investment return 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 | $72,278 | $101,317-28.7% | $146,958-50.8% | $74,495-3.0% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.3pp | 67.2%+25.3pp |
| Annual return | 12.76% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,492 | $3,810-60.8% | $4,933-69.8% | $2,623-43.1% |
| Participant deferral / active EE | $5,238 | $7,303-28.3% | $8,070-35.1% | $4,346+20.5% |
| Admin fee / account holder | $151 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |