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 13-3689044 | Recordkeeping | $31,683 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,602 | $86,655-41.6% | $119,609-57.7% | $66,914-24.4% |
| Participation rate | 92.1% | 75.6%+16.5pp | 79.3%+12.8pp | 69.8%+22.3pp |
| Annual return | -18.84% | -8.00%-10.8pp | -14.97%-3.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,054 | $2,536-58.5% | $4,232-75.1% | $2,544-58.6% |
| Participant deferral / active EE | $3,824 | $4,358-12.3% | $5,602-31.7% | $4,237-9.8% |
| Admin fee / account holder | $160 | $755-78.8% | $10,323-98.4% | $593-73.0% |