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 | $17,199 |
Participant contribution per participant 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 | $66,718 | $46,553+43.3% | $64,056+4.2% | $75,163-11.2% |
| Participation rate | 78.5% | 65.9%+12.5pp | 72.3%+6.2pp | 67.2%+11.3pp |
| Annual return | 12.80% | 26.03%-13.2pp | 33.69%-20.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,580 | $1,974+81.4% | $2,747+30.3% | $2,670+34.1% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |