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 48-1205033 | Recordkeeping | $10,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,620 | $56,485-6.8% | $185,823-71.7% | $86,799-39.4% |
| Participation rate | 92.9% | 65.5%+27.4pp | 81.7%+11.2pp | 72.3%+20.6pp |
| Annual return | 15.33% | 118.04%-102.7pp | 122.05%-106.7pp | 97.91%-82.6pp |
| Employer contribution / active EE | $3,928 | $1,843+113.2% | $5,167-24.0% | $2,405+63.3% |
| Participant deferral / active EE | $2,053 | $2,553-19.6% | $5,568-63.1% | $4,131-50.3% |
| Admin fee / account holder | $24 | $150-83.9% | $16,237-99.9% | $170-85.8% |