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 | $23,461 |
Service code 27 · EIN 39-1794957 | Advisory (Plan) | $22,119 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,405 | $65,435-56.6% | $86,677-67.2% | $66,914-57.6% |
| Participation rate | 73.7% | 75.5%-1.8pp | 76.6%-2.9pp | 69.8%+3.9pp |
| Annual return | -18.06% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $739 | $2,153-65.7% | $2,836-73.9% | $2,544-71.0% |
| Participant deferral / active EE | $2,742 | $4,100-33.1% | $4,656-41.1% | $4,237-35.3% |
| Admin fee / account holder | $220 | $642-65.7% | $7,493-97.1% | $593-62.9% |