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 | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,663 | $82,664+19.4% | $125,339-21.3% | $68,494+44.0% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,067 | $3,381+20.3% | $4,814-15.5% | $2,596+56.7% |
| Participant deferral / active EE | $13,709 | $6,110+124.4% | $7,446+84.1% | $4,027+240.4% |
| Admin fee / account holder | $9 | $6,275-99.9% | $10,010-99.9% | $5,403-99.8% |