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 | $33,269 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,852 | $79,700-50.0% | $153,485-74.0% | $74,495-46.5% |
| Participation rate | 98.2% | 69.8%+28.4pp | 77.1%+21.2pp | 67.2%+31.0pp |
| Annual return | 12.78% | 15.07%-2.3pp | 15.65%-2.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,520 | $4,016-37.3% | $5,039-50.0% | $2,623-3.9% |
| Participant deferral / active EE | $6,472 | $5,315+21.8% | $6,757-4.2% | $4,346+48.9% |
| Admin fee / account holder | $139 | $1,790-92.3% | $12,724-98.9% | $1,942-92.9% |