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 01-0233346 | Recordkeeping | $1,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,283 | $44,764+21.3% | $68,791-21.1% | $64,808-16.2% |
| Participation rate | 97.1% | 64.8%+32.4pp | 69.0%+28.1pp | 71.5%+25.7pp |
| Annual return | -7.47% | -10.91%+3.4pp | -6.38%-1.1pp | 32.82%-40.3pp |
| Employer contribution / active EE | $2,342 | $1,775+31.9% | $2,655-11.8% | $2,506-6.5% |
| Participant deferral / active EE | $3,631 | $3,238+12.1% | $3,941-7.9% | $4,310-15.8% |
| Admin fee / account holder | $203 | $151+34.2% | $4,932-95.9% | $188+8.2% |