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 | $32,547 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $25,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,889 | $65,557-46.8% | $64,056-45.5% | $71,457-51.2% |
| Participation rate | 89.7% | 73.2%+16.5pp | 72.3%+17.4pp | 67.9%+21.7pp |
| Annual return | 16.24% | 18.94%-2.7pp | 33.69%-17.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,732 | $2,669-35.1% | $2,747-36.9% | $2,588-33.1% |
| Participant deferral / active EE | $1,645 | $3,626-54.6% | $3,880-57.6% | $4,289-61.6% |
| Admin fee / account holder | $231 | $616-62.5% | $3,068-92.5% | $1,587-85.5% |