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 30-0219031 | Recordkeeping | $8,769 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,780 | $58,264+21.5% | $86,612-18.3% | $71,457-0.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 5.83% | 21.63%-15.8pp | 591.07%-585.2pp | 28.85%-23.0pp |
| Employer contribution / active EE | $8,094 | $2,574+214.4% | $3,022+167.8% | $2,588+212.8% |
| Participant deferral / active EE | $8,058 | $3,436+134.5% | $4,438+81.6% | $4,289+87.9% |
| Admin fee / account holder | $59 | $1,057-94.4% | $5,614-99.0% | $1,587-96.3% |