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 | $29,019 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,755 |
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 | $74,104 | $130,194-43.1% | $169,993-56.4% | $71,457+3.7% |
| Participation rate | 83.7% | 86.1%-2.4pp | 87.0%-3.3pp | 67.9%+15.8pp |
| Annual return | 13.29% | 20.37%-7.1pp | 53.37%-40.1pp | 28.85%-15.6pp |
| Employer contribution / active EE | $2,210 | $4,381-49.6% | $6,785-67.4% | $2,588-14.6% |
| Participant deferral / active EE | $3,953 | $6,923-42.9% | $10,408-62.0% | $4,289-7.8% |
| Admin fee / account holder | $182 | $966-81.2% | $12,815-98.6% | $1,587-88.5% |