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 | $32,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,858 | $61,156-62.6% | $185,823-87.7% | $79,386-71.2% |
| Participation rate | 83.1% | 66.6%+16.5pp | 81.7%+1.4pp | 70.7%+12.4pp |
| Annual return | 12.06% | 19.45%-7.4pp | 122.05%-110.0pp | 116.85%-104.8pp |
| Employer contribution / active EE | $450 | $2,321-80.6% | $5,167-91.3% | $2,427-81.5% |
| Participant deferral / active EE | $1,240 | $2,789-55.5% | $5,568-77.7% | $4,046-69.4% |
| Admin fee / account holder | $1 | $710-99.8% | $16,237-100.0% | $626-99.8% |