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 | $2,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,643 | $100,923-41.9% | $150,045-60.9% | $74,304-21.1% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+14.0pp | 60.3%+35.9pp |
| Annual return | 18.47% | 51.77%-33.3pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,419 | $3,463-30.2% | $4,693-48.5% | $2,241+7.9% |
| Participant deferral / active EE | $10,192 | $6,709+51.9% | $7,997+27.5% | $3,767+170.5% |
| Admin fee / account holder | $12 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |