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 | $69,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,693 | $95,274-51.0% | $135,903-65.6% | $74,419-37.3% |
| Participation rate | 96.5% | 78.2%+18.3pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 24.39% | 32.77%-8.4pp | 68.23%-43.8pp | 34.38%-10.0pp |
| Employer contribution / active EE | $2,213 | $3,874-42.9% | $4,856-54.4% | $2,637-16.1% |
| Participant deferral / active EE | $4,438 | $7,782-43.0% | $7,758-42.8% | $4,528-2.0% |
| Admin fee / account holder | $8 | $266-97.0% | $10,762-99.9% | $348-97.7% |