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 35-0145825 | Recordkeeping | $55,102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,772 | $78,483-41.7% | $106,201-56.9% | $74,546-38.6% |
| Participation rate | 96.2% | 72.8%+23.4pp | 75.3%+20.9pp | 67.2%+29.0pp |
| Annual return | 19.71% | 15.94%+3.8pp | 116.26%-96.5pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $2,607 | $2,522+3.4% | $3,170-17.7% | $2,624-0.6% |
| Participant deferral / active EE | $5,272 | $4,320+22.0% | $5,012+5.2% | $4,347+21.3% |
| Admin fee / account holder | $8 | $2,236-99.6% | $11,039-99.9% | $1,944-99.6% |