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 64 · EIN 04-2647786 | Recordkeeping Fees | $35,509 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $28,084 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,133 | $60,989-47.3% | $60,874-47.2% | $66,914-52.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 73.1%+14.4pp | 69.8%+17.7pp |
| Annual return | -17.48% | -9.60%-7.9pp | 16.90%-34.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,588 | $2,661-40.3% | $2,701-41.2% | $2,544-37.6% |
| Participant deferral / active EE | $1,436 | $3,615-60.3% | $3,817-62.4% | $4,237-66.1% |
| Admin fee / account holder | $241 | $338-28.8% | $3,224-92.5% | $593-59.4% |