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 7-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 | $221,526 |
Service code 99 · EIN 47-1411118 | Other Fees | $61,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,274 | $50,815-22.7% | $155,509-74.7% | $77,643-49.4% |
| Participation rate | 93.3% | 63.1%+30.2pp | 78.2%+15.1pp | 70.6%+22.7pp |
| Annual return | 15.08% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,680 | $1,993-15.7% | $4,672-64.0% | $2,726-38.4% |
| Participant deferral / active EE | $4,801 | $2,822+70.1% | $5,626-14.7% | $4,647+3.3% |
| Admin fee / account holder | $185 | $437-57.6% | $15,912-98.8% | $430-57.0% |