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 | $43,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,517 | $129,021+8.9% | $184,203-23.7% | $77,643+81.0% |
| Participation rate | 92.6% | 87.3%+5.3pp | 86.8%+5.8pp | 70.6%+22.0pp |
| Annual return | 14.22% | 33.27%-19.0pp | 28.81%-14.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,989 | $4,413-32.3% | $6,427-53.5% | $2,726+9.7% |
| Participant deferral / active EE | $6,398 | $7,297-12.3% | $9,131-29.9% | $4,647+37.7% |
| Admin fee / account holder | $109 | $254-57.1% | $13,901-99.2% | $430-74.7% |