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 64 · EIN 71-0294708 | Recordkeeping Fees | $83,385 |
BENEFIT TRUST COMPANY3 years Service code 21 · EIN 43-1971558 | Bank Trustee | $12,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,273 | $86,897+117.8% | $151,611+24.8% | $64,808+192.1% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | 35.24% | -3.57%+38.8pp | 3.33%+31.9pp | 32.82%+2.4pp |
| Employer contribution / active EE | $5,090 | $4,010+26.9% | $6,166-17.4% | $2,506+103.1% |
| Participant deferral / active EE | $8,817 | $6,690+31.8% | $8,363+5.4% | $4,310+104.6% |
| Admin fee / account holder | $90 | $153-41.1% | $11,616-99.2% | $188-52.1% |