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 35-0145825 | Recordkeeping | $69,796 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $14,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,581 | $91,372+4.6% | $129,995-26.5% | $74,419+28.4% |
| Participation rate | 99.2% | 77.8%+21.4pp | 78.5%+20.7pp | 70.7%+28.4pp |
| Annual return | 19.31% | 23.21%-3.9pp | -137.18%+156.5pp | 34.38%-15.1pp |
| Employer contribution / active EE | $6,427 | $2,563+150.7% | $4,320+48.8% | $2,637+143.7% |
| Participant deferral / active EE | $8,406 | $4,721+78.1% | $5,820+44.4% | $4,528+85.6% |
| Admin fee / account holder | $31 | $283-88.9% | $10,614-99.7% | $348-91.0% |