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 16-1450952 | Recordkeeping | $1,779 |
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 | $55,538 | $91,760-39.5% | $156,181-64.4% | $67,986-18.3% |
| Participation rate | 99.0% | 65.0%+34.0pp | 78.8%+20.2pp | 57.2%+41.8pp |
| Annual return | 11.39% | 18.14%-6.7pp | 64.87%-53.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,984 | $2,419-18.0% | $4,294-53.8% | $2,019-1.7% |
| Participant deferral / active EE | $3,598 | $3,960-9.2% | $6,132-41.3% | $3,358+7.1% |
| Admin fee / account holder | $14 | $3,949-99.6% | $14,586-99.9% | $3,203-99.6% |