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 13-3689044 | Recordkeeping | $14,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,344 | $82,664+61.3% | $125,339+6.4% | $68,494+94.7% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | -16.17% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,398 | $3,381-29.1% | $4,814-50.2% | $2,596-7.7% |
| Participant deferral / active EE | $8,415 | $6,110+37.7% | $7,446+13.0% | $4,027+109.0% |
| Admin fee / account holder | $138 | $6,275-97.8% | $10,010-98.6% | $5,403-97.4% |