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 | $31,638 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,500 | $88,360+2.4% | $145,433-37.8% | $67,986+33.1% |
| Participation rate | 89.1% | 65.5%+23.7pp | 82.1%+7.0pp | 57.2%+31.9pp |
| Annual return | 33.95% | 63.15%-29.2pp | 66.58%-32.6pp | 31.67%+2.3pp |
| Employer contribution / active EE | $5,055 | $3,054+65.5% | $4,554+11.0% | $2,019+150.4% |
| Participant deferral / active EE | $12,355 | $5,932+108.3% | $7,897+56.4% | $3,358+267.9% |
| Admin fee / account holder | $152 | $3,313-95.4% | $13,129-98.8% | $3,203-95.3% |