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 | $1,821 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,551 | $27,839+38.5% | $58,482-34.1% | $71,457-46.1% |
| Participation rate | 87.7% | 34.5%+53.1pp | 50.9%+36.8pp | 67.9%+19.8pp |
| Annual return | 12.88% | 26.81%-13.9pp | 4239.32%-4226.4pp | 28.85%-16.0pp |
| Employer contribution / active EE | $1,196 | $631+89.7% | $1,053+13.6% | $2,588-53.8% |
| Participant deferral / active EE | $3,236 | $1,206+168.3% | $1,924+68.2% | $4,289-24.5% |
| Admin fee / account holder | $273 | $1,641-83.3% | $2,516-89.1% | $1,587-82.8% |