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 | $100,923-10.3% | $150,045-39.7% | $74,304+21.8% |
| Participation rate | 89.1% | 70.1%+19.1pp | 82.3%+6.8pp | 60.3%+28.8pp |
| Annual return | 33.95% | 51.77%-17.8pp | 62.55%-28.6pp | 29.43%+4.5pp |
| Employer contribution / active EE | $5,055 | $3,463+46.0% | $4,693+7.7% | $2,241+125.5% |
| Participant deferral / active EE | $12,355 | $6,709+84.1% | $7,997+54.5% | $3,767+227.9% |
| Admin fee / account holder | $152 | $2,767-94.5% | $13,435-98.9% | $2,969-94.9% |