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 01-0233346 | Recordkeeping | $24,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,715 | $51,197+26.4% | $82,719-21.8% | $66,914-3.3% |
| Participation rate | 71.6% | 67.8%+3.8pp | 72.6%-1.0pp | 69.8%+1.8pp |
| Annual return | -12.71% | -9.64%-3.1pp | 701.18%-713.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,880 | $2,611-28.0% | $3,009-37.5% | $2,544-26.1% |
| Participant deferral / active EE | $5,179 | $3,458+49.8% | $4,395+17.8% | $4,237+22.2% |
| Admin fee / account holder | $19 | $416-95.3% | $5,329-99.6% | $593-96.7% |