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 64 · EIN 04-2647786 | Recordkeeping Fees | $515 |
Annual investment return 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 | $225,743 | $44,642+405.7% | $91,220+147.5% | $66,914+237.4% |
| Participation rate | 74.7% | 64.9%+9.8pp | 73.2%+1.5pp | 69.8%+4.9pp |
| Annual return | -19.33% | -12.29%-7.0pp | 114.01%-133.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $563 | $1,706-67.0% | $2,850-80.2% | $2,544-77.9% |
| Participant deferral / active EE | $3,864 | $3,349+15.4% | $4,234-8.7% | $4,237-8.8% |
| Admin fee / account holder | $5 | $521-99.1% | $5,420-99.9% | $593-99.2% |