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 3-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 71-0294708 | Recordkeeping Fees | $2,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,191 | $106,028-29.1% | $146,958-48.8% | $77,643-3.2% |
| Participation rate | 84.9% | 78.4%+6.6pp | 82.2%+2.8pp | 70.6%+14.4pp |
| Annual return | 26.96% | 56.73%-29.8pp | 418.34%-391.4pp | 31.24%-4.3pp |
| Employer contribution / active EE | $6,604 | $4,063+62.5% | $4,933+33.9% | $2,726+142.3% |
| Participant deferral / active EE | $14,923 | $7,990+86.8% | $8,070+84.9% | $4,647+221.1% |
| Admin fee / account holder | $20 | $337-93.9% | $12,998-99.8% | $430-95.3% |