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 5-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 13-3689044 | Recordkeeping | $21,646 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,365 | $73,638+161.2% | $95,952+100.5% | $73,488+161.8% |
| Participation rate | 98.6% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,081 | $3,617-14.8% | $4,167-26.1% | $3,740-17.6% |
| Admin fee / account holder | $92 | $482-80.9% | $6,795-98.6% | $513-82.0% |