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 | Recordkeeping | $27,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,508 | $60,323-14.6% | $81,812-37.0% | $74,495-30.9% |
| Participation rate | 87.4% | 62.9%+24.5pp | 72.3%+15.0pp | 67.2%+20.2pp |
| Annual return | 12.02% | 16.90%-4.9pp | 773.79%-761.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,607 | $2,620-38.7% | $2,912-44.8% | $2,623-38.7% |
| Participant deferral / active EE | $2,493 | $3,387-26.4% | $4,319-42.3% | $4,346-42.6% |
| Admin fee / account holder | $184 | $1,486-87.6% | $7,386-97.5% | $1,942-90.5% |