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 64 · EIN 71-0294708 | Recordkeeping Fees | $62,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,753 | $52,293-18.2% | $178,490-76.0% | $73,409-41.8% |
| Participation rate | 96.1% | 65.3%+30.7pp | 81.9%+14.1pp | 72.2%+23.9pp |
| Annual return | 16.25% | 34.75%-18.5pp | 151.07%-134.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,379 | $2,332+87.8% | $5,202-15.8% | $3,805+15.1% |
| Admin fee / account holder | $242 | $127+89.9% | $13,984-98.3% | $158+53.2% |