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 30-0219031 | Recordkeeping | $40,348 |
Participant 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 | $43,870 | $91,407-52.0% | $135,903-67.7% | $71,457-38.6% |
| Participation rate | 78.0% | 75.7%+2.3pp | 81.9%-3.9pp | 67.9%+10.0pp |
| Annual return | 18.60% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,040 | $3,703-71.9% | $4,856-78.6% | $2,588-59.8% |
| Participant deferral / active EE | $1,732 | $7,092-75.6% | $7,758-77.7% | $4,289-59.6% |
| Admin fee / account holder | $210 | $1,266-83.4% | $10,762-98.0% | $1,587-86.8% |