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 01-0233346 | Recordkeeping | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,427 | $56,485-42.6% | $185,823-82.5% | $86,799-62.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 12.53% | 118.04%-105.5pp | 122.05%-109.5pp | 97.91%-85.4pp |
| Employer contribution / active EE | $1,133 | $1,843-38.5% | $5,167-78.1% | $2,405-52.9% |
| Participant deferral / active EE | $2,990 | $2,553+17.1% | $5,568-46.3% | $4,131-27.6% |
| Admin fee / account holder | $212 | $150+41.5% | $16,237-98.7% | $170+24.8% |