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 71-0294708 | Recordkeeping Fees | $75,516 |
Service code 99 · EIN 47-1411118 | Other Fees | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,412 | $62,624-22.7% | $177,989-72.8% | $77,643-37.6% |
| Participation rate | 96.9% | 66.8%+30.1pp | 77.1%+19.8pp | 70.6%+26.3pp |
| Annual return | 14.72% | 16.16%-1.4pp | 294.48%-279.8pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,076 | $1,909+8.7% | $3,949-47.4% | $2,726-23.9% |
| Participant deferral / active EE | $8,663 | $4,219+105.3% | $6,276+38.0% | $4,647+86.4% |
| Admin fee / account holder | $86 | $386-77.7% | $10,363-99.2% | $430-80.0% |