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 | $2,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,807 | $34,934+16.8% | $56,411-27.7% | $74,495-45.2% |
| Participation rate | 90.1% | 32.8%+57.3pp | 52.5%+37.7pp | 67.2%+22.9pp |
| Annual return | 13.36% | 25.94%-12.6pp | 1701.33%-1688.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,161 | $609+90.7% | $1,039+11.8% | $2,623-55.7% |
| Participant deferral / active EE | $3,227 | $1,170+175.8% | $1,952+65.4% | $4,346-25.7% |
| Admin fee / account holder | $280 | $2,364-88.2% | $2,829-90.1% | $1,942-85.6% |