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 16-1503696 | Recordkeeping | $22,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,485 | $77,503+23.2% | $100,391-4.9% | $80,856+18.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.15% | 37.20%-21.0pp | 49.20%-33.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,127 | $2,801+11.7% | $3,942-20.7% | $2,755+13.5% |
| Participant deferral / active EE | $5,452 | $6,820-20.1% | $8,082-32.5% | $4,296+26.9% |
| Admin fee / account holder | $229 | $5,897-96.1% | $7,899-97.1% | $6,918-96.7% |