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 | $9,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,989 | $62,127+67.4% | $81,382+27.8% | $74,495+39.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.12% | 16.48%-5.4pp | 24.73%-13.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $4,500 | $1,882+139.1% | $2,463+82.7% | $2,623+71.6% |
| Participant deferral / active EE | $4,197 | $3,229+30.0% | $3,883+8.1% | $4,346-3.4% |
| Admin fee / account holder | $32 | $1,934-98.3% | $5,768-99.4% | $1,942-98.3% |