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 | $45,652 |
Service code 99 · EIN 47-1411118 | Other Fees | $30,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,761 | $101,317-20.3% | $146,958-45.0% | $74,495+8.4% |
| Participation rate | 82.7% | 75.5%+7.2pp | 82.2%+0.6pp | 67.2%+15.5pp |
| Annual return | 16.35% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $7,366 | $3,810+93.3% | $4,933+49.3% | $2,623+180.8% |
| Participant deferral / active EE | $10,817 | $7,303+48.1% | $8,070+34.0% | $4,346+148.9% |
| Admin fee / account holder | $226 | $1,739-87.0% | $12,998-98.3% | $1,942-88.4% |