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 | $32,989 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $22,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,695 | $122,239-33.2% | $184,203-55.6% | $74,495+9.7% |
| Participation rate | 80.7% | 85.5%-4.7pp | 86.8%-6.1pp | 67.2%+13.5pp |
| Annual return | 14.87% | 19.95%-5.1pp | 28.81%-13.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,289 | $4,537-49.6% | $6,427-64.4% | $2,623-12.7% |
| Participant deferral / active EE | $3,985 | $7,139-44.2% | $9,131-56.4% | $4,346-8.3% |
| Admin fee / account holder | $175 | $1,260-86.1% | $13,901-98.7% | $1,942-91.0% |