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 9-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 | $35,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,305 | $46,674-24.4% | $117,472-69.9% | $68,494-48.5% |
| Participation rate | 93.8% | 56.8%+37.0pp | 70.6%+23.2pp | 67.9%+25.9pp |
| Annual return | -17.22% | -14.52%-2.7pp | 29.74%-47.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,482 | $1,505-1.5% | $4,176-64.5% | $2,596-42.9% |
| Participant deferral / active EE | $2,592 | $2,636-1.7% | $4,070-36.3% | $4,027-35.6% |
| Admin fee / account holder | $3 | $4,020-99.9% | $5,645-99.9% | $5,403-99.9% |