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 35-0145825 | Recordkeeping | $25,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,789 | $61,156-48.0% | $185,823-82.9% | $79,386-60.0% |
| Participation rate | 87.6% | 66.6%+21.0pp | 81.7%+5.9pp | 70.7%+16.9pp |
| Annual return | 12.39% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,646 | $2,789-5.1% | $5,568-52.5% | $4,046-34.6% |
| Admin fee / account holder | $19 | $710-97.4% | $16,237-99.9% | $626-97.0% |