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 7-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 01-0233346 | Recordkeeping | $1,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,454 | $51,315-44.6% | $95,745-70.3% | $71,457-60.2% |
| Participation rate | 81.0% | 63.0%+18.0pp | 72.3%+8.8pp | 67.9%+13.1pp |
| Annual return | 18.97% | 25.26%-6.3pp | 28.35%-9.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,230 | $1,819+22.6% | $2,835-21.3% | $2,588-13.8% |
| Participant deferral / active EE | $3,459 | $3,358+3.0% | $4,245-18.5% | $4,289-19.3% |
| Admin fee / account holder | $215 | $1,137-81.1% | $5,678-96.2% | $1,587-86.5% |