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 48-1205033 | Recordkeeping | $19,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,989 | $86,944+7.0% | $107,525-13.5% | $74,304+25.1% |
| Participation rate | 90.7% | 59.6%+31.1pp | 75.1%+15.6pp | 60.3%+30.3pp |
| Annual return | 18.80% | 23.52%-4.7pp | 181.32%-162.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,187 | $2,757-56.9% | $3,754-68.4% | $2,241-47.0% |
| Participant deferral / active EE | $4,542 | $3,554+27.8% | $5,116-11.2% | $3,767+20.6% |
| Admin fee / account holder | $166 | $3,727-95.5% | $8,919-98.1% | $2,969-94.4% |