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 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,611 | $65,061-36.0% | $143,757-71.1% | $66,914-37.8% |
| Participation rate | 95.2% | 65.2%+30.1pp | 80.3%+14.9pp | 69.8%+25.4pp |
| Annual return | -16.39% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,612 | $2,361+10.7% | $4,951-47.2% | $2,544+2.7% |
| Participant deferral / active EE | $2,968 | $2,919+1.7% | $5,637-47.4% | $4,237-30.0% |
| Admin fee / account holder | $173 | $502-65.5% | $14,673-98.8% | $593-70.8% |