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 9-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 30-0219031 | Recordkeeping | $9,409 |
Employer contribution per participant 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 | $76,281 | $76,050+0.3% | $96,544-21.0% | $71,457+6.8% |
| Participation rate | 97.2% | 74.4%+22.8pp | 76.0%+21.3pp | 67.9%+29.3pp |
| Annual return | 16.07% | 22.81%-6.7pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $6 | $2,244-99.8% | $2,965-99.8% | $2,588-99.8% |
| Participant deferral / active EE | $3,387 | $4,215-19.7% | $4,851-30.2% | $4,289-21.0% |
| Admin fee / account holder | $44 | $2,707-98.4% | $8,252-99.5% | $1,587-97.3% |