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 | $52,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,127 | $56,485-5.9% | $185,823-71.4% | $86,799-38.8% |
| Participation rate | 70.0% | 65.5%+4.5pp | 81.7%-11.7pp | 72.3%-2.3pp |
| Annual return | 12.42% | 118.04%-105.6pp | 122.05%-109.6pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,287 | $1,843-30.2% | $5,167-75.1% | $2,405-46.5% |
| Participant deferral / active EE | $1,735 | $2,553-32.1% | $5,568-68.8% | $4,131-58.0% |
| Admin fee / account holder | $179 | $150+19.9% | $16,237-98.9% | $170+5.8% |