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 13-3689044 | Recordkeeping | $24,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,742 | $72,137-57.4% | $142,449-78.4% | $71,457-57.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 24.48% | 21.15%+3.3pp | 19.99%+4.5pp | 28.85%-4.4pp |
| Employer contribution / active EE | $2,316 | $3,793-38.9% | $4,847-52.2% | $2,588-10.5% |
| Participant deferral / active EE | $5,843 | $5,280+10.6% | $6,283-7.0% | $4,289+36.2% |
| Admin fee / account holder | $106 | $1,433-92.6% | $10,011-98.9% | $1,587-93.3% |