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 | $48,176 |
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 | $53,287 | $101,317-47.4% | $146,958-63.7% | $74,495-28.5% |
| Participation rate | 79.9% | 75.5%+4.3pp | 82.2%-2.3pp | 67.2%+12.7pp |
| Annual return | 13.85% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,237 | $3,810-67.5% | $4,933-74.9% | $2,623-52.8% |
| Participant deferral / active EE | $2,157 | $7,303-70.5% | $8,070-73.3% | $4,346-50.4% |
| Admin fee / account holder | $260 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |