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 64 · EIN 71-0294708 | Recordkeeping Fees | $29,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,875 | $65,061+78.1% | $143,757-19.4% | $66,914+73.2% |
| Participation rate | 91.0% | 65.2%+25.8pp | 80.3%+10.7pp | 69.8%+21.2pp |
| Annual return | -5.73% | -11.14%+5.4pp | -0.04%-5.7pp | 1.58%-7.3pp |
| Employer contribution / active EE | $4,044 | $2,361+71.3% | $4,951-18.3% | $2,544+58.9% |
| Participant deferral / active EE | $4,592 | $2,919+57.3% | $5,637-18.5% | $4,237+8.4% |
| Admin fee / account holder | $135 | $502-73.1% | $14,673-99.1% | $593-77.3% |