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 48-1205033 | Recordkeeping | $15,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,469 | $73,867-11.4% | $143,757-54.5% | $68,494-4.4% |
| Participation rate | 75.8% | 66.7%+9.2pp | 80.3%-4.5pp | 67.9%+7.9pp |
| Annual return | -11.64% | 1.01%-12.7pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,433 | $3,184-23.6% | $4,951-50.9% | $2,596-6.3% |
| Participant deferral / active EE | $4,922 | $3,384+45.4% | $5,637-12.7% | $4,027+22.2% |
| Admin fee / account holder | $143 | $5,755-97.5% | $14,673-99.0% | $5,403-97.3% |