Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $2,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,483 | $55,472+9.0% | $155,567-61.1% | $74,546-18.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.60% | 268.72%-255.1pp | 64.74%-51.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,548 | $2,269+56.4% | $4,674-24.1% | $2,624+35.2% |
| Participant deferral / active EE | $4,907 | $2,838+72.9% | $5,628-12.8% | $4,347+12.9% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,916-99.9% | $1,944-99.4% |