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 47-0098400 | Recordkeeping | $4,537 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,607 | $71,883+2.4% | $86,677-15.1% | $68,494+7.5% |
| Participation rate | 85.4% | 72.2%+13.2pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -12.20% | 3.52%-15.7pp | 35.91%-48.1pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,052 | $2,173-51.6% | $2,836-62.9% | $2,596-59.5% |
| Participant deferral / active EE | $2,771 | $3,779-26.7% | $4,656-40.5% | $4,027-31.2% |
| Admin fee / account holder | $58 | $6,112-99.1% | $7,493-99.2% | $5,403-98.9% |