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 5-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 71-0294708 | Recordkeeping Fees | $2,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,171 | $101,317-47.5% | $146,958-63.8% | $74,495-28.6% |
| Participation rate | 78.2% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.0pp |
| Annual return | 63.78% | 8730.91%-8667.1pp | 418.34%-354.6pp | 1364.94%-1301.2pp |
| Employer contribution / active EE | $3,177 | $3,810-16.6% | $4,933-35.6% | $2,623+21.1% |
| Participant deferral / active EE | $6,950 | $7,303-4.8% | $8,070-13.9% | $4,346+59.9% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |