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 12 · EIN 47-0321480 | Recordkeeping fees; Participant commu... | $275 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,661 | $59,263+73.2% | $96,562+6.3% | $79,386+29.3% |
| Participation rate | 73.0% | 61.9%+11.1pp | 69.8%+3.2pp | 70.7%+2.3pp |
| Annual return | 14.88% | 27.07%-12.2pp | 37.78%-22.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $740 | $1,216-39.1% | $2,356-68.6% | $2,427-69.5% |
| Participant deferral / active EE | $4,247 | $2,948+44.1% | $3,849+10.3% | $4,046+5.0% |
| Admin fee / account holder | $3 | $658-99.6% | $6,181-100.0% | $626-99.5% |