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 8-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 | $1,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,578 | $101,955-31.8% | $112,887-38.4% | $71,457-2.6% |
| Participation rate | 81.0% | 82.1%-1.1pp | 80.5%+0.5pp | 67.9%+13.1pp |
| Annual return | 37.35% | 28.92%+8.4pp | 34.10%+3.3pp | 28.85%+8.5pp |
| Employer contribution / active EE | $4,691 | $4,743-1.1% | $4,563+2.8% | $2,588+81.3% |
| Participant deferral / active EE | $7,770 | $6,771+14.7% | $6,513+19.3% | $4,289+81.2% |
| Admin fee / account holder | $164 | $1,395-88.2% | $7,047-97.7% | $1,587-89.6% |