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 6-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 | $2,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,185 | $106,028-14.9% | $146,958-38.6% | $77,643+16.2% |
| Participation rate | 90.4% | 78.4%+12.0pp | 82.2%+8.2pp | 70.6%+19.8pp |
| Annual return | 64.18% | 56.73%+7.4pp | 418.34%-354.2pp | 31.24%+32.9pp |
| Employer contribution / active EE | $3,160 | $4,063-22.2% | $4,933-35.9% | $2,726+15.9% |
| Participant deferral / active EE | $12,828 | $7,990+60.6% | $8,070+59.0% | $4,647+176.0% |
| Admin fee / account holder | $250 | $337-26.1% | $12,998-98.1% | $430-42.0% |