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 | $42,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,171 | $58,320+90.6% | $86,436+28.6% | $66,914+66.1% |
| Participation rate | 76.8% | 78.6%-1.8pp | 80.3%-3.5pp | 69.8%+7.0pp |
| Annual return | -16.87% | -9.71%-7.2pp | 4394.89%-4411.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,166 | $2,615+135.8% | $3,769+63.6% | $2,544+142.4% |
| Participant deferral / active EE | $8,869 | $6,899+28.6% | $6,952+27.6% | $4,237+109.3% |
| Admin fee / account holder | $7 | $546-98.8% | $6,731-99.9% | $593-98.9% |