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&H4 years Service code 15 · EIN 74-1130599 | Recordkeeping | $9,145 |
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 | $135,568 | $91,372+48.4% | $129,995+4.3% | $74,419+82.2% |
| Participation rate | 98.7% | 77.8%+20.9pp | 78.5%+20.2pp | 70.7%+28.0pp |
| Annual return | 4.87% | 23.21%-18.3pp | -137.18%+142.0pp | 34.38%-29.5pp |
| Employer contribution / active EE | $4,887 | $2,563+90.6% | $4,320+13.1% | $2,637+85.3% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $17 | $283-94.1% | $10,614-99.8% | $348-95.2% |