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 04-2647786 | Recordkeeping Fees | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,906 | $82,917-38.6% | $103,333-50.7% | $77,643-34.4% |
| Participation rate | 95.0% | 71.6%+23.4pp | 74.5%+20.4pp | 70.6%+24.4pp |
| Annual return | 15.13% | 19.13%-4.0pp | 24.88%-9.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,883 | $3,552+9.3% | $3,868+0.4% | $2,726+42.5% |
| Participant deferral / active EE | $3,991 | $4,108-2.9% | $5,057-21.1% | $4,647-14.1% |
| Admin fee / account holder | $193 | $638-69.7% | $8,355-97.7% | $430-55.1% |