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 | $30,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,164 | $79,171+11.4% | $102,423-13.9% | $74,495+18.3% |
| Participation rate | 93.4% | 74.8%+18.6pp | 76.5%+16.9pp | 67.2%+26.2pp |
| Annual return | 16.67% | 54.93%-38.3pp | 29.32%-12.6pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,619 | $2,362+10.9% | $3,023-13.4% | $2,623-0.1% |
| Participant deferral / active EE | $5,999 | $4,415+35.9% | $5,053+18.7% | $4,346+38.0% |
| Admin fee / account holder | $159 | $2,001-92.1% | $9,451-98.3% | $1,942-91.8% |