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 | $27,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,547 | $47,126-50.0% | $149,673-84.3% | $74,419-68.4% |
| Participation rate | 84.3% | 63.4%+20.9pp | 78.8%+5.5pp | 70.7%+13.5pp |
| Annual return | 19.24% | 22.75%-3.5pp | 134.42%-115.2pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,538 | $1,905-19.3% | $4,818-68.1% | $2,637-41.7% |
| Participant deferral / active EE | $1,832 | $2,728-32.8% | $5,680-67.7% | $4,528-59.5% |
| Admin fee / account holder | $10 | $343-97.1% | $13,210-99.9% | $348-97.1% |