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 | $9,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,416 | $80,731-6.6% | $103,374-27.0% | $74,546+1.2% |
| Participation rate | 95.6% | 65.7%+30.0pp | 74.5%+21.1pp | 67.2%+28.4pp |
| Annual return | 15.86% | 27.56%-11.7pp | 24.89%-9.0pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $1,096 | $3,158-65.3% | $3,869-71.7% | $2,624-58.2% |
| Participant deferral / active EE | $4,218 | $3,860+9.3% | $5,058-16.6% | $4,347-3.0% |
| Admin fee / account holder | $114 | $2,369-95.2% | $8,394-98.6% | $1,944-94.2% |