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 | $27,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,078 | $46,292-54.5% | $143,757-85.3% | $64,808-67.5% |
| Participation rate | 81.7% | 64.2%+17.5pp | 80.3%+1.4pp | 71.5%+10.2pp |
| Annual return | -16.49% | -10.05%-6.4pp | -0.04%-16.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,389 | $1,910-27.3% | $4,951-71.9% | $2,506-44.6% |
| Participant deferral / active EE | $1,813 | $2,646-31.5% | $5,637-67.8% | $4,310-57.9% |
| Admin fee / account holder | $11 | $154-92.9% | $14,673-99.9% | $188-94.2% |