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 35-0145825 | Recordkeeping | $33,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,599 | $56,485-47.6% | $185,823-84.1% | $86,799-65.9% |
| Participation rate | 78.8% | 65.5%+13.3pp | 81.7%-2.9pp | 72.3%+6.5pp |
| Annual return | 17.17% | 118.04%-100.9pp | 122.05%-104.9pp | 97.91%-80.7pp |
| Employer contribution / active EE | $1,396 | $1,843-24.3% | $5,167-73.0% | $2,405-42.0% |
| Participant deferral / active EE | $1,802 | $2,553-29.4% | $5,568-67.6% | $4,131-56.4% |
| Admin fee / account holder | $10 | $150-93.1% | $16,237-99.9% | $170-94.0% |