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 8-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 42-0223620 | Recordkeeping | $28,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,606 | $59,159-31.4% | $159,960-74.6% | $66,914-39.3% |
| Participation rate | 70.4% | 68.1%+2.3pp | 78.0%-7.6pp | 69.8%+0.6pp |
| Annual return | -7.16% | -12.26%+5.1pp | 408.60%-415.8pp | 1.58%-8.7pp |
| Employer contribution / active EE | $2,850 | $1,983+43.8% | $4,226-32.5% | $2,544+12.0% |
| Participant deferral / active EE | $6,967 | $4,395+58.5% | $6,182+12.7% | $4,237+64.4% |
| Admin fee / account holder | $256 | $591-56.7% | $8,698-97.1% | $593-56.9% |