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 13-3689044 | Recordkeeping | $76,505 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,917 | $50,458-30.8% | $159,960-78.2% | $64,808-46.1% |
| Participation rate | 96.3% | 68.0%+28.3pp | 78.0%+18.4pp | 71.5%+24.9pp |
| Annual return | -14.76% | -13.42%-1.3pp | 408.60%-423.4pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,139 | $1,722+24.2% | $4,226-49.4% | $2,506-14.7% |
| Participant deferral / active EE | $8,355 | $4,004+108.7% | $6,182+35.1% | $4,310+93.8% |
| Admin fee / account holder | $112 | $706-84.1% | $8,698-98.7% | $188-40.1% |