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 5-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 64 · EIN 04-2647786 | Recordkeeping Fees | $224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,103 | $109,881-31.6% | $150,045-49.9% | $84,808-11.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.64% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $8,334 | $3,561+134.0% | $4,693+77.6% | $2,631+216.8% |
| Participant deferral / active EE | $15,845 | $6,636+138.8% | $7,997+98.1% | $4,212+276.2% |
| Admin fee / account holder | $15 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |