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 | $32,197 |
Participant 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 | $49,427 | $61,156-19.2% | $185,823-73.4% | $79,386-37.7% |
| Participation rate | 82.7% | 66.6%+16.1pp | 81.7%+1.0pp | 70.7%+12.0pp |
| Annual return | 12.24% | 19.45%-7.2pp | 122.05%-109.8pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,500 | $2,321-35.4% | $5,167-71.0% | $2,427-38.2% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $25 | $710-96.5% | $16,237-99.8% | $626-96.0% |