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 | $5,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,165 | $49,451-51.1% | $79,550-69.6% | $66,914-63.9% |
| Participation rate | 86.9% | 61.3%+25.6pp | 69.5%+17.4pp | 69.8%+17.1pp |
| Annual return | -17.42% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $848 | $1,266-33.0% | $2,413-64.8% | $2,544-66.7% |
| Participant deferral / active EE | $5,248 | $3,159+66.2% | $3,985+31.7% | $4,237+23.9% |
| Admin fee / account holder | $230 | $595-61.4% | $6,832-96.6% | $593-61.3% |