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 | $2,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,983 | $72,607+8.8% | $90,749-13.0% | $66,914+18.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.44% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $6,925 | $2,369+192.3% | $2,921+137.1% | $2,544+172.2% |
| Participant deferral / active EE | $4,499 | $3,977+13.1% | $4,564-1.4% | $4,237+6.2% |
| Admin fee / account holder | $42 | $707-94.1% | $8,445-99.5% | $593-93.0% |