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 4-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 35-0145825 | Recordkeeping | $11,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,492 | $27,839-80.3% | $58,482-90.6% | $71,457-92.3% |
| Participation rate | 75.3% | 34.5%+40.7pp | 50.9%+24.4pp | 67.9%+7.3pp |
| Annual return | 22.50% | 26.81%-4.3pp | 4239.32%-4216.8pp | 28.85%-6.3pp |
| Employer contribution / active EE | $737 | $631+16.9% | $1,053-30.0% | $2,588-71.5% |
| Participant deferral / active EE | $1,590 | $1,206+31.8% | $1,924-17.3% | $4,289-62.9% |
| Admin fee / account holder | $1 | $1,641-99.9% | $2,516-99.9% | $1,587-99.9% |