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 36-4389114 | Recordkeeping | $28,103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,587 | $61,272-66.4% | $149,673-86.2% | $71,457-71.2% |
| Participation rate | 94.0% | 62.5%+31.5pp | 78.8%+15.3pp | 67.9%+26.1pp |
| Annual return | 13.73% | 35.85%-22.1pp | 134.42%-120.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,701 | $2,378-28.5% | $4,818-64.7% | $2,588-34.2% |
| Participant deferral / active EE | $2,144 | $2,917-26.5% | $5,680-62.2% | $4,289-50.0% |
| Admin fee / account holder | $132 | $1,261-89.5% | $13,210-99.0% | $1,587-91.7% |