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 35-0145825 | Recordkeeping | $47,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,075 | $50,815-17.2% | $155,509-72.9% | $77,643-45.8% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.6pp |
| Annual return | 20.46% | 34.80%-14.3pp | 64.67%-44.2pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,964 | $1,993+48.7% | $4,672-36.6% | $2,726+8.7% |
| Participant deferral / active EE | $4,249 | $2,822+50.6% | $5,626-24.5% | $4,647-8.6% |
| Admin fee / account holder | $19 | $437-95.5% | $15,912-99.9% | $430-95.5% |