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 01-0233346 | Recordkeeping | $31,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,502 | $34,934-81.4% | $56,411-88.5% | $74,495-91.3% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 19.60% | 25.94%-6.3pp | 1701.33%-1681.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $907 | $609+49.0% | $1,039-12.6% | $2,623-65.4% |
| Participant deferral / active EE | $1,060 | $1,170-9.4% | $1,952-45.7% | $4,346-75.6% |
| Admin fee / account holder | $229 | $2,364-90.3% | $2,829-91.9% | $1,942-88.2% |