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 01-0233346 | Recordkeeping | $1,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,667 | $64,119-39.7% | $112,228-65.5% | $66,914-42.2% |
| Participation rate | 71.1% | 68.5%+2.6pp | 75.1%-4.0pp | 69.8%+1.3pp |
| Annual return | -18.08% | -13.81%-4.3pp | 27.45%-45.5pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,210 | $3,005-59.7% | $3,635-66.7% | $2,544-52.5% |
| Participant deferral / active EE | $3,557 | $3,693-3.7% | $4,728-24.8% | $4,237-16.0% |
| Admin fee / account holder | $56 | $625-91.0% | $6,410-99.1% | $593-90.6% |