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 9-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 | $47,046 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $13,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,538 | $88,982-12.9% | $102,438-24.3% | $77,671-0.2% |
| Participation rate | 90.4% | 80.9%+9.5pp | 76.5%+13.9pp | 70.6%+19.8pp |
| Annual return | 43.44% | 25.01%+18.4pp | 29.37%+14.1pp | 31.21%+12.2pp |
| Employer contribution / active EE | $3,152 | $2,698+16.8% | $3,024+4.2% | $2,726+15.6% |
| Participant deferral / active EE | $5,497 | $5,144+6.9% | $5,054+8.8% | $4,648+18.3% |
| Admin fee / account holder | $180 | $236-23.6% | $9,448-98.1% | $430-58.2% |