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 5-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 | $22,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,480 | $69,477-1.4% | $94,646-27.6% | $71,457-4.2% |
| Participation rate | 89.6% | 78.4%+11.2pp | 80.8%+8.8pp | 67.9%+21.7pp |
| Annual return | 20.40% | 29.66%-9.3pp | 156.71%-136.3pp | 28.85%-8.4pp |
| Employer contribution / active EE | $4,744 | $2,853+66.3% | $3,672+29.2% | $2,588+83.3% |
| Participant deferral / active EE | $9,699 | $7,345+32.1% | $7,418+30.7% | $4,289+126.1% |
| Admin fee / account holder | $128 | $1,210-89.5% | $7,231-98.2% | $1,587-92.0% |