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 41-1276678 | Recordkeeping | $10,704 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $7,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,231 | $59,107+20.5% | $86,436-17.6% | $68,494+4.0% |
| Participation rate | 84.6% | 75.2%+9.4pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -17.72% | -0.23%-17.5pp | 4394.89%-4412.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,437 | $2,519-3.3% | $3,769-35.3% | $2,596-6.1% |
| Participant deferral / active EE | $4,040 | $5,901-31.5% | $6,952-41.9% | $4,027+0.3% |
| Admin fee / account holder | $244 | $5,637-95.7% | $6,731-96.4% | $5,403-95.5% |