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 | $10,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,213 | $66,457-32.0% | $81,382-44.4% | $77,643-41.8% |
| Participation rate | 90.8% | 68.7%+22.1pp | 69.5%+21.3pp | 70.6%+20.3pp |
| Annual return | 13.59% | 15.93%-2.3pp | 24.73%-11.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,231 | $2,159+3.3% | $2,463-9.4% | $2,726-18.1% |
| Participant deferral / active EE | $3,598 | $3,679-2.2% | $3,883-7.4% | $4,647-22.6% |
| Admin fee / account holder | $23 | $583-96.0% | $5,768-99.6% | $430-94.6% |