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 16-1450952 | Recordkeeping | $2,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,100 | $80,138-6.3% | $130,231-42.3% | $71,457+5.1% |
| Participation rate | 86.1% | 71.0%+15.1pp | 76.3%+9.9pp | 67.9%+18.2pp |
| Annual return | 14.14% | 16.81%-2.7pp | 38.77%-24.6pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,940 | $2,834-31.5% | $4,126-53.0% | $2,588-25.0% |
| Participant deferral / active EE | $3,496 | $4,641-24.7% | $6,799-48.6% | $4,289-18.5% |
| Admin fee / account holder | $15 | $1,035-98.5% | $6,020-99.7% | $1,587-99.0% |