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 48-1205033 | Recordkeeping | $30,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,740 | $65,435-13.3% | $86,677-34.5% | $66,914-15.2% |
| Participation rate | 76.0% | 75.5%+0.6pp | 76.6%-0.5pp | 69.8%+6.2pp |
| Annual return | -17.17% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,162 | $2,153-46.0% | $2,836-59.0% | $2,544-54.3% |
| Participant deferral / active EE | $3,020 | $4,100-26.3% | $4,656-35.1% | $4,237-28.7% |
| Admin fee / account holder | $276 | $642-57.0% | $7,493-96.3% | $593-53.5% |