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 15 · EIN 71-0294708 | Recordkeeping | $6,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,449 | $64,119+112.8% | $112,228+21.6% | $66,914+103.9% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.1%+7.8pp | 69.8%+13.1pp |
| Annual return | -16.83% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,487 | $3,005-50.5% | $3,635-59.1% | $2,544-41.5% |
| Participant deferral / active EE | $7,840 | $3,693+112.3% | $4,728+65.8% | $4,237+85.1% |
| Admin fee / account holder | $65 | $625-89.7% | $6,410-99.0% | $593-89.1% |