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 64 · EIN 04-2647786 | Recordkeeping Fees | $6,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,985 | $81,248-17.6% | $155,509-56.9% | $80,856-17.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.76% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,156 | $3,100+66.3% | $4,672+10.4% | $2,755+87.2% |
| Participant deferral / active EE | $6,056 | $3,452+75.5% | $5,626+7.6% | $4,296+41.0% |
| Admin fee / account holder | $67 | $7,997-99.2% | $15,912-99.6% | $6,918-99.0% |