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 16-1450952 | Recordkeeping | $83,987 |
Service code 27 · EIN 55-0846628 | Advisory (Plan) | $47,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,225 | $59,623+53.0% | $95,585-4.6% | $85,563+6.6% |
| Participation rate | 92.0% | 57.2%+34.8pp | 72.1%+19.9pp | 66.0%+26.0pp |
| Annual return | 16.27% | 18.22%-1.9pp | 38.56%-22.3pp | 31.51%-15.2pp |
| Employer contribution / active EE | $3,221 | $1,669+92.9% | $2,527+27.5% | $2,654+21.4% |
| Participant deferral / active EE | $4,914 | $3,357+46.4% | $4,023+22.2% | $4,375+12.3% |
| Admin fee / account holder | $192 | $650-70.5% | $6,127-96.9% | $834-77.0% |