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 | $16,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,167 | $68,914+41.0% | $136,749-28.9% | $74,304+30.8% |
| Participation rate | 99.2% | 51.3%+47.9pp | 72.1%+27.1pp | 60.3%+38.9pp |
| Annual return | 15.97% | 16.34%-0.4pp | 24.33%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,218 | $1,561+42.0% | $3,400-34.8% | $2,241-1.0% |
| Participant deferral / active EE | $3,804 | $2,541+49.7% | $4,692-18.9% | $3,767+1.0% |
| Admin fee / account holder | $79 | $3,149-97.5% | $11,386-99.3% | $2,969-97.3% |