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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $5,710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,959 | $37,213-46.4% | $156,549-87.3% | $63,975-68.8% |
| Participation rate | 78.5% | 65.0%+13.5pp | 84.0%-5.5pp | 71.1%+7.4pp |
| Annual return | 0.00% | 47.89%-47.9pp | 32.23%-32.2pp | 48.65%-48.7pp |
| Employer contribution / active EE | $90 | $1,357-93.4% | $5,501-98.4% | $2,182-95.9% |
| Participant deferral / active EE | $304 | $2,070-85.3% | $4,871-93.8% | $3,356-90.9% |
| Admin fee / account holder | $2 | $56-95.6% | $13,027-100.0% | $70-96.5% |