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 | $3,412 |
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 | $91,675 | $71,516+28.2% | $98,439-6.9% | $71,457+28.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 13.96% | 32.41%-18.4pp | 21.16%-7.2pp | 28.85%-14.9pp |
| Employer contribution / active EE | $7,493 | $2,399+212.4% | $3,048+145.8% | $2,588+189.6% |
| Participant deferral / active EE | $4,628 | $4,109+12.6% | $4,738-2.3% | $4,289+7.9% |
| Admin fee / account holder | $45 | $1,675-97.3% | $8,948-99.5% | $1,587-97.2% |