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 64 · EIN 04-2647786 | Recordkeeping Fees | $21,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,460 | $65,435+9.2% | $86,677-17.6% | $66,914+6.8% |
| Participation rate | 86.5% | 75.5%+11.1pp | 76.6%+10.0pp | 69.8%+16.7pp |
| Annual return | -15.68% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $996 | $2,153-53.8% | $2,836-64.9% | $2,544-60.9% |
| Participant deferral / active EE | $3,042 | $4,100-25.8% | $4,656-34.7% | $4,237-28.2% |
| Admin fee / account holder | $206 | $642-67.9% | $7,493-97.3% | $593-65.3% |