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 |
|---|---|---|
PB&H3 years Service code 15 · EIN 74-1130599 | Recordkeeping | $9,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,198 | $71,142+98.5% | $119,609+18.1% | $64,808+117.9% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.3%+19.3pp | 71.5%+27.1pp |
| Annual return | 3.94% | -10.01%+14.0pp | -14.97%+18.9pp | 32.82%-28.9pp |
| Employer contribution / active EE | $4,604 | $2,497+84.3% | $4,232+8.8% | $2,506+83.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $19 | $162-88.2% | $10,323-99.8% | $188-89.8% |