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 | $1,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,996 | $26,549+28.0% | $61,373-44.6% | $66,914-49.2% |
| Participation rate | 83.7% | 38.1%+45.6pp | 52.6%+31.1pp | 69.8%+13.9pp |
| Annual return | -17.64% | -16.21%-1.4pp | 338.61%-356.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,073 | $651+64.7% | $1,159-7.5% | $2,544-57.8% |
| Participant deferral / active EE | $2,969 | $1,338+121.9% | $2,125+39.7% | $4,237-29.9% |
| Admin fee / account holder | $295 | $409-27.7% | $2,130-86.1% | $593-50.2% |