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 7-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 | $59,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,401 | $60,323-51.3% | $81,812-64.1% | $74,495-60.5% |
| Participation rate | 98.5% | 62.9%+35.7pp | 72.3%+26.2pp | 67.2%+31.3pp |
| Annual return | 20.07% | 16.90%+3.2pp | 773.79%-753.7pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $2,449 | $2,620-6.5% | $2,912-15.9% | $2,623-6.6% |
| Participant deferral / active EE | $3,215 | $3,387-5.1% | $4,319-25.5% | $4,346-26.0% |
| Admin fee / account holder | $175 | $1,486-88.2% | $7,386-97.6% | $1,942-91.0% |