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 8-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 35-0145825 | Recordkeeping | $132,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,205 | $53,199-60.1% | $155,567-86.4% | $199,768-89.4% |
| Participation rate | 88.9% | 64.1%+24.8pp | 78.2%+10.7pp | 72.0%+16.9pp |
| Annual return | 14.80% | 41.17%-26.4pp | 64.74%-49.9pp | 34.26%-19.5pp |
| Employer contribution / active EE | $928 | $1,852-49.9% | $4,674-80.1% | $3,037-69.4% |
| Participant deferral / active EE | $1,663 | $3,163-47.4% | $5,628-70.5% | $5,090-67.3% |
| Admin fee / account holder | $0 | $186-99.8% | $15,916-100.0% | $269-99.9% |