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 9-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 | $33,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,785 | $84,936-47.3% | $111,297-59.8% | $79,386-43.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 77.3%+2.7pp | 70.7%+9.3pp |
| Annual return | 28.15% | 17.45%+10.7pp | 54.65%-26.5pp | 116.85%-88.7pp |
| Employer contribution / active EE | $2,196 | $1,979+11.0% | $2,731-19.6% | $2,427-9.5% |
| Participant deferral / active EE | $4,372 | $3,888+12.4% | $4,487-2.6% | $4,046+8.1% |
| Admin fee / account holder | $256 | $537-52.3% | $7,964-96.8% | $626-59.1% |