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 | $18,615 |
Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,171 | $61,272-72.0% | $149,673-88.5% | $71,457-76.0% |
| Participation rate | 87.6% | 62.5%+25.1pp | 78.8%+8.9pp | 67.9%+19.7pp |
| Annual return | 14.98% | 35.85%-20.9pp | 134.42%-119.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $601 | $2,378-74.7% | $4,818-87.5% | $2,588-76.8% |
| Participant deferral / active EE | $1,501 | $2,917-48.5% | $5,680-73.6% | $4,289-65.0% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |