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 | $10,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,239 | $56,503-34.1% | $70,092-46.9% | $64,808-42.5% |
| Participation rate | 85.7% | 70.5%+15.2pp | 70.5%+15.2pp | 71.5%+14.2pp |
| Annual return | -16.35% | -13.44%-2.9pp | 190.73%-207.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,996 | $2,046-2.5% | $2,559-22.0% | $2,506-20.4% |
| Participant deferral / active EE | $3,263 | $3,389-3.7% | $3,849-15.2% | $4,310-24.3% |
| Admin fee / account holder | $29 | $160-82.2% | $6,267-99.5% | $188-84.8% |