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 64 · EIN 04-2647786 | Recordkeeping Fees | $5,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,371 | $27,827+27.1% | $65,255-45.8% | $71,457-50.5% |
| Participation rate | 77.7% | 57.6%+20.1pp | 65.0%+12.7pp | 67.9%+9.8pp |
| Annual return | 21.11% | 41.58%-20.5pp | 47.35%-26.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $907 | $1,405-35.5% | $1,691-46.4% | $2,588-65.0% |
| Participant deferral / active EE | $1,681 | $1,861-9.7% | $2,831-40.6% | $4,289-60.8% |
| Admin fee / account holder | $51 | $3,850-98.7% | $4,112-98.8% | $1,587-96.8% |