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 35-0145825 | Recordkeeping | $51,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,741 | $61,156-28.5% | $185,823-76.5% | $79,386-44.9% |
| Participation rate | 71.9% | 66.6%+5.3pp | 81.7%-9.8pp | 70.7%+1.2pp |
| Annual return | 15.84% | 19.45%-3.6pp | 122.05%-106.2pp | 116.85%-101.0pp |
| Employer contribution / active EE | $571 | $2,321-75.4% | $5,167-89.0% | $2,427-76.5% |
| Participant deferral / active EE | $2,338 | $2,789-16.2% | $5,568-58.0% | $4,046-42.2% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |