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 15 · EIN 01-0233346 | Recordkeeping | $50,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,245 | $42,886-69.1% | $88,946-85.1% | $85,563-84.5% |
| Participation rate | 93.5% | 37.9%+55.6pp | 68.8%+24.6pp | 66.0%+27.5pp |
| Annual return | 16.62% | 44.56%-27.9pp | 57.82%-41.2pp | 31.51%-14.9pp |
| Employer contribution / active EE | $536 | $1,147-53.3% | $2,555-79.0% | $2,654-79.8% |
| Participant deferral / active EE | $2,725 | $2,108+29.3% | $4,581-40.5% | $4,375-37.7% |
| Admin fee / account holder | $185 | $2,263-91.8% | $8,261-97.8% | $834-77.8% |