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 | $20,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,124 | $80,968+23.7% | $96,544+3.7% | $75,163+33.2% |
| Participation rate | 94.6% | 71.8%+22.9pp | 76.0%+18.7pp | 67.2%+27.4pp |
| Annual return | 30.69% | 27.06%+3.6pp | 25.84%+4.8pp | 160.62%-129.9pp |
| Employer contribution / active EE | $1,276 | $2,282-44.1% | $2,965-57.0% | $2,670-52.2% |
| Participant deferral / active EE | $4,107 | $3,928+4.6% | $4,851-15.3% | $4,125-0.4% |
| Admin fee / account holder | $215 | $6,724-96.8% | $8,252-97.4% | $5,651-96.2% |