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 | $30,560 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,309 | $65,061-76.5% | $143,757-89.4% | $66,914-77.1% |
| Participation rate | 95.3% | 65.2%+30.2pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -19.12% | -11.14%-8.0pp | -0.04%-19.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $735 | $2,361-68.9% | $4,951-85.2% | $2,544-71.1% |
| Participant deferral / active EE | $1,283 | $2,919-56.0% | $5,637-77.2% | $4,237-69.7% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |