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 | $96,484-42.4% | $156,263-64.5% | $74,304-25.3% |
| Participation rate | 99.0% | 67.7%+31.3pp | 78.9%+20.1pp | 60.3%+38.7pp |
| Annual return | 11.39% | 17.73%-6.3pp | 59.47%-48.1pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,984 | $2,528-21.5% | $4,333-54.2% | $2,241-11.5% |
| Participant deferral / active EE | $3,598 | $4,286-16.1% | $6,158-41.6% | $3,767-4.5% |
| Admin fee / account holder | $14 | $3,728-99.6% | $14,255-99.9% | $2,969-99.5% |