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 39-6040276 | Recordkeeping Fees | $1,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,459 | $71,516-26.6% | $98,439-46.7% | $71,457-26.6% |
| Participation rate | 72.0% | 72.7%-0.7pp | 75.2%-3.2pp | 67.9%+4.1pp |
| Annual return | 17.56% | 32.41%-14.9pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,022 | $2,399-57.4% | $3,048-66.5% | $2,588-60.5% |
| Participant deferral / active EE | $4,666 | $4,109+13.6% | $4,738-1.5% | $4,289+8.8% |
| Admin fee / account holder | $64 | $1,675-96.2% | $8,948-99.3% | $1,587-96.0% |