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 04-2647786 | Recordkeeping | $76,941 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,365 | $130,084+184.7% | $138,135+168.1% | $90,288+310.2% |
| Participation rate | 95.9% | 86.0%+9.9pp | 78.7%+17.2pp | 73.4%+22.6pp |
| Annual return | 15.88% | 14.63%+1.2pp | 20.51%-4.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $10,442 | $5,865+78.0% | $5,587+86.9% | $2,524+313.7% |
| Participant deferral / active EE | $16,377 | $7,099+130.7% | $6,431+154.6% | $4,232+287.0% |
| Admin fee / account holder | $28 | $187-85.1% | $11,856-99.8% | $114-75.6% |