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 01-0233346 | Recordkeeping | $7,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,430 | $62,624-29.1% | $177,989-75.0% | $77,643-42.8% |
| Participation rate | 94.6% | 66.8%+27.8pp | 77.1%+17.5pp | 70.6%+24.0pp |
| Annual return | 17.26% | 16.16%+1.1pp | 294.48%-277.2pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,150 | $1,909-39.7% | $3,949-70.9% | $2,726-57.8% |
| Participant deferral / active EE | $4,988 | $4,219+18.2% | $6,276-20.5% | $4,647+7.3% |
| Admin fee / account holder | $264 | $386-31.5% | $10,363-97.4% | $430-38.6% |