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 | $42,245 |
Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,010 | $88,083-56.8% | $164,813-76.9% | $74,495-49.0% |
| Participation rate | 97.5% | 73.0%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 14.23% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,167 | $2,593-16.4% | $4,341-50.1% | $2,623-17.4% |
| Participant deferral / active EE | $2,381 | $4,498-47.1% | $6,031-60.5% | $4,346-45.2% |
| Admin fee / account holder | $153 | $2,234-93.2% | $12,690-98.8% | $1,942-92.1% |