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 | $31,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,038 | $76,670-42.6% | $96,683-54.5% | $71,457-38.4% |
| Participation rate | 76.2% | 66.6%+9.6pp | 74.3%+1.8pp | 67.9%+8.3pp |
| Annual return | 15.90% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,625 | $3,031-46.4% | $3,737-56.5% | $2,588-37.2% |
| Participant deferral / active EE | $4,672 | $3,771+23.9% | $4,878-4.2% | $4,289+8.9% |
| Admin fee / account holder | $195 | $2,028-90.4% | $6,730-97.1% | $1,587-87.7% |