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 35-0145825 | Recordkeeping | $45,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,525 | $102,553+89.7% | $151,611+28.3% | $66,914+190.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -12.86% | -10.82%-2.0pp | 3.33%-16.2pp | 1.58%-14.4pp |
| Employer contribution / active EE | $5,005 | $4,180+19.7% | $6,166-18.8% | $2,544+96.7% |
| Participant deferral / active EE | $7,251 | $6,641+9.2% | $8,363-13.3% | $4,237+71.1% |
| Admin fee / account holder | $3 | $630-99.5% | $11,616-100.0% | $593-99.5% |