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 | $32,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,310 | $82,978-30.9% | $129,995-55.9% | $71,457-19.8% |
| Participation rate | 86.6% | 74.1%+12.5pp | 78.5%+8.1pp | 67.9%+18.7pp |
| Annual return | 18.98% | 20.60%-1.6pp | -137.18%+156.2pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,266 | $2,622-51.7% | $4,320-70.7% | $2,588-51.1% |
| Participant deferral / active EE | $3,943 | $4,432-11.0% | $5,820-32.3% | $4,289-8.1% |
| Admin fee / account holder | $170 | $1,729-90.1% | $10,614-98.4% | $1,587-89.3% |