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 71-0294708 | Recordkeeping | $125,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,772 | $50,820+11.7% | $155,567-63.5% | $77,671-26.9% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 16.63% | 34.85%-18.2pp | 64.74%-48.1pp | 31.21%-14.6pp |
| Employer contribution / active EE | $1,963 | $1,993-1.5% | $4,674-58.0% | $2,726-28.0% |
| Participant deferral / active EE | $4,140 | $2,823+46.6% | $5,628-26.4% | $4,648-10.9% |
| Admin fee / account holder | $174 | $436-60.2% | $15,916-98.9% | $430-59.6% |