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 | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,435 | $102,317+42.1% | $146,958-1.0% | $80,856+79.9% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 15.30% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,566 | $3,713+23.0% | $4,933-7.4% | $2,755+65.7% |
| Participant deferral / active EE | $14,902 | $6,644+124.3% | $8,070+84.7% | $4,296+246.9% |
| Admin fee / account holder | $9 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |