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 64 · EIN 04-2647786 | Recordkeeping Fees | $23,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,683 | $76,050+3.5% | $96,544-18.5% | $71,457+10.1% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.1pp | 67.9%+30.1pp |
| Annual return | 22.42% | 22.81%-0.4pp | 25.84%-3.4pp | 28.85%-6.4pp |
| Employer contribution / active EE | $2,770 | $2,244+23.5% | $2,965-6.6% | $2,588+7.1% |
| Participant deferral / active EE | $6,565 | $4,215+55.7% | $4,851+35.3% | $4,289+53.1% |
| Admin fee / account holder | $137 | $2,707-95.0% | $8,252-98.3% | $1,587-91.4% |