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 | $101,499-20.4% | $147,005-45.1% | $74,546+8.3% |
| Participation rate | 82.7% | 75.5%+7.2pp | 82.2%+0.5pp | 67.2%+15.5pp |
| Annual return | 16.35% | 8732.34%-8716.0pp | 418.76%-402.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $7,366 | $3,811+93.3% | $4,934+49.3% | $2,624+180.7% |
| Participant deferral / active EE | $10,817 | $7,304+48.1% | $8,070+34.0% | $4,347+148.8% |
| Admin fee / account holder | $226 | $1,748-87.1% | $13,006-98.3% | $1,944-88.4% |