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 10-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 36-4389114 | Recordkeeping | $8,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,615 | $62,603+28.8% | $104,294-22.7% | $66,914+20.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -13.00% | -14.70%+1.7pp | 24.61%-37.6pp | 1.58%-14.6pp |
| Employer contribution / active EE | $9,679 | $1,972+390.9% | $3,372+187.1% | $2,544+280.4% |
| Participant deferral / active EE | $4,392 | $2,853+54.0% | $4,625-5.0% | $4,237+3.7% |
| Admin fee / account holder | $60 | $656-90.9% | $7,339-99.2% | $593-89.9% |