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 | $29,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,708 | $65,435+11.1% | $86,677-16.1% | $66,914+8.7% |
| Participation rate | 70.8% | 75.5%-4.7pp | 76.6%-5.8pp | 69.8%+1.0pp |
| Annual return | -14.09% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,648 | $2,153-23.5% | $2,836-41.9% | $2,544-35.2% |
| Participant deferral / active EE | $3,064 | $4,100-25.3% | $4,656-34.2% | $4,237-27.7% |
| Admin fee / account holder | $29 | $642-95.5% | $7,493-99.6% | $593-95.2% |