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 58-2498531 | Recordkeeping | $4,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,347 | $55,453+174.7% | $170,442-10.6% | $62,292+144.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.42% | 21.38%-8.0pp | 205.93%-192.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $5,973 | $2,164+176.1% | $5,433+10.0% | $2,042+192.5% |
| Participant deferral / active EE | $4,313 | $2,303+87.3% | $4,939-12.7% | $3,169+36.1% |
| Admin fee / account holder | $183 | $455-59.7% | $13,880-98.7% | $479-61.8% |