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 16-1450952 | Recordkeeping | $39,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,431 | $100,227+28.1% | $169,993-24.4% | $74,419+72.6% |
| Participation rate | 89.1% | 87.3%+1.8pp | 87.0%+2.1pp | 70.7%+18.3pp |
| Annual return | 19.24% | 66.08%-46.8pp | 53.37%-34.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,711 | $4,263-36.4% | $6,785-60.0% | $2,637+2.8% |
| Participant deferral / active EE | $5,915 | $7,143-17.2% | $10,408-43.2% | $4,528+30.6% |
| Admin fee / account holder | $99 | $234-57.8% | $12,815-99.2% | $348-71.6% |