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 | $46,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,957 | $47,126-51.3% | $149,673-84.7% | $74,419-69.2% |
| Participation rate | 82.2% | 63.4%+18.8pp | 78.8%+3.4pp | 70.7%+11.5pp |
| Annual return | 60.76% | 22.75%+38.0pp | 134.42%-73.7pp | 34.38%+26.4pp |
| Employer contribution / active EE | $1,756 | $1,905-7.9% | $4,818-63.6% | $2,637-33.4% |
| Participant deferral / active EE | $2,165 | $2,728-20.6% | $5,680-61.9% | $4,528-52.2% |
| Admin fee / account holder | $12 | $343-96.6% | $13,210-99.9% | $348-96.7% |