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 | $39,771 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,165 | $96,484-31.4% | $156,263-57.7% | $74,304-11.0% |
| Participation rate | 91.6% | 67.7%+24.0pp | 78.9%+12.7pp | 60.3%+31.3pp |
| Annual return | 16.83% | 17.73%-0.9pp | 59.47%-42.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,475 | $2,528-41.7% | $4,333-66.0% | $2,241-34.2% |
| Participant deferral / active EE | $4,668 | $4,286+8.9% | $6,158-24.2% | $3,767+23.9% |
| Admin fee / account holder | $229 | $3,728-93.8% | $14,255-98.4% | $2,969-92.3% |