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 | $88,890-12.8% | $102,423-24.3% | $77,643-0.1% |
| Participation rate | 90.4% | 80.9%+9.5pp | 76.5%+13.9pp | 70.6%+19.8pp |
| Annual return | 43.44% | 24.98%+18.5pp | 29.32%+14.1pp | 31.24%+12.2pp |
| Employer contribution / active EE | $3,152 | $2,698+16.8% | $3,023+4.3% | $2,726+15.6% |
| Participant deferral / active EE | $5,497 | $5,145+6.8% | $5,053+8.8% | $4,647+18.3% |
| Admin fee / account holder | $180 | $235-23.5% | $9,451-98.1% | $430-58.2% |