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 | $14,427 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,158 | $62,327+36.6% | $120,354-29.2% | $74,495+14.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 12.53% | 18.61%-6.1pp | 107.15%-94.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $6,029 | $1,843+227.1% | $3,463+74.1% | $2,623+129.8% |
| Participant deferral / active EE | $4,121 | $2,893+42.5% | $4,991-17.4% | $4,346-5.2% |
| Admin fee / account holder | $69 | $2,396-97.1% | $9,423-99.3% | $1,942-96.5% |