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 | $53,299 |
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 | $14,389 | $40,385-64.4% | $80,569-82.1% | $74,419-80.7% |
| Participation rate | 94.6% | 47.4%+47.1pp | 67.0%+27.6pp | 70.7%+23.8pp |
| Annual return | 14.38% | 164.85%-150.5pp | 935.43%-921.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $539 | $1,496-64.0% | $2,723-80.2% | $2,637-79.6% |
| Participant deferral / active EE | $1,475 | $2,674-44.8% | $4,447-66.8% | $4,528-67.4% |
| Admin fee / account holder | $9 | $720-98.7% | $5,377-99.8% | $348-97.3% |