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 01-0233346 | Recordkeeping | $2,721 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,351 | $87,733+16.7% | $106,548-3.9% | $85,850+19.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.34% | 21.86%-11.5pp | 26.80%-16.5pp | 318.53%-308.2pp |
| Employer contribution / active EE | $7,079 | $2,073+241.5% | $2,819+151.1% | $2,565+176.0% |
| Participant deferral / active EE | $5,181 | $3,469+49.3% | $4,398+17.8% | $3,952+31.1% |
| Admin fee / account holder | $39 | $6,767-99.4% | $7,407-99.5% | $6,260-99.4% |