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 | $1,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,989 | $77,503+13.5% | $100,391-12.4% | $80,856+8.8% |
| Participation rate | 93.2% | 76.9%+16.2pp | 81.5%+11.7pp | 67.6%+25.5pp |
| Annual return | 17.30% | 37.20%-19.9pp | 49.20%-31.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $5,302 | $2,801+89.3% | $3,942+34.5% | $2,755+92.4% |
| Participant deferral / active EE | $11,129 | $6,820+63.2% | $8,082+37.7% | $4,296+159.1% |
| Admin fee / account holder | $160 | $5,897-97.3% | $7,899-98.0% | $6,918-97.7% |