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 01-0233346 | Recordkeeping | $28,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,149 | $92,971-69.7% | $96,683-70.9% | $74,419-62.2% |
| Participation rate | 75.1% | 71.5%+3.6pp | 74.3%+0.8pp | 70.7%+4.4pp |
| Annual return | 27.18% | 37.49%-10.3pp | 35.69%-8.5pp | 34.38%-7.2pp |
| Employer contribution / active EE | $959 | $3,426-72.0% | $3,737-74.3% | $2,637-63.7% |
| Participant deferral / active EE | $5,381 | $3,970+35.5% | $4,878+10.3% | $4,528+18.8% |
| Admin fee / account holder | $166 | $633-73.8% | $6,730-97.5% | $348-52.4% |