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 | $100,923-42.8% | $150,045-61.5% | $74,304-22.2% |
| Participation rate | 78.9% | 70.1%+8.8pp | 82.3%-3.4pp | 60.3%+18.6pp |
| Annual return | 19.81% | 51.77%-32.0pp | 62.55%-42.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,377 | $3,463-60.3% | $4,693-70.7% | $2,241-38.6% |
| Participant deferral / active EE | $6,192 | $6,709-7.7% | $7,997-22.6% | $3,767+64.4% |
| Admin fee / account holder | $281 | $2,767-89.8% | $13,435-97.9% | $2,969-90.5% |