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 9-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 26 · EIN 83-2819533 | Advisory (Participants) | $67,616 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $19,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,127 | $88,890-56.0% | $102,423-61.8% | $77,643-49.6% |
| Participation rate | 94.4% | 80.9%+13.5pp | 76.5%+18.0pp | 70.6%+23.9pp |
| Annual return | 12.08% | 24.98%-12.9pp | 29.32%-17.2pp | 31.24%-19.2pp |
| Employer contribution / active EE | $4,220 | $2,698+56.4% | $3,023+39.6% | $2,726+54.8% |
| Participant deferral / active EE | $4,325 | $5,145-15.9% | $5,053-14.4% | $4,647-6.9% |
| Admin fee / account holder | $194 | $235-17.6% | $9,451-97.9% | $430-54.9% |