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 7-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 64 · EIN 04-2647786 | Recordkeeping Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,993 | $59,054-22.1% | $97,226-52.7% | $77,643-40.8% |
| Participation rate | 83.5% | 67.9%+15.6pp | 72.7%+10.8pp | 70.6%+12.9pp |
| Annual return | 20.53% | 16.96%+3.6pp | 75.13%-54.6pp | 31.24%-10.7pp |
| Employer contribution / active EE | $6,291 | $1,742+261.2% | $2,729+130.5% | $2,726+130.8% |
| Participant deferral / active EE | $7,765 | $3,930+97.6% | $4,264+82.1% | $4,647+67.1% |
| Admin fee / account holder | $139 | $346-59.8% | $5,654-97.5% | $430-67.6% |