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 | $27,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,778 | $88,360-34.6% | $145,433-60.3% | $67,986-15.0% |
| Participation rate | 78.9% | 65.5%+13.4pp | 82.1%-3.2pp | 57.2%+21.7pp |
| Annual return | 19.81% | 63.15%-43.3pp | 66.58%-46.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $1,377 | $3,054-54.9% | $4,554-69.8% | $2,019-31.8% |
| Participant deferral / active EE | $6,192 | $5,932+4.4% | $7,897-21.6% | $3,358+84.4% |
| Admin fee / account holder | $281 | $3,313-91.5% | $13,129-97.9% | $3,203-91.2% |