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&H5 years Service code 15 · EIN 74-1130599 | Recordkeeping | $9,732 |
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 | $140,403 | $89,436+57.0% | $164,813-14.8% | $77,643+80.8% |
| Participation rate | 98.8% | 78.6%+20.2pp | 78.6%+20.2pp | 70.6%+28.2pp |
| Annual return | 3.93% | 28.83%-24.9pp | 69.93%-66.0pp | 31.24%-27.3pp |
| Employer contribution / active EE | $4,707 | $2,569+83.2% | $4,341+8.4% | $2,726+72.7% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $13 | $339-96.1% | $12,690-99.9% | $430-96.9% |