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 13-3689044 | Recordkeeping | $28,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,764 | $88,360+43.5% | $145,433-12.8% | $67,986+86.5% |
| Participation rate | 82.4% | 65.5%+16.9pp | 82.1%+0.3pp | 57.2%+25.2pp |
| Annual return | 17.97% | 63.15%-45.2pp | 66.58%-48.6pp | 31.67%-13.7pp |
| Employer contribution / active EE | $2,403 | $3,054-21.3% | $4,554-47.2% | $2,019+19.0% |
| Participant deferral / active EE | $11,607 | $5,932+95.7% | $7,897+47.0% | $3,358+245.6% |
| Admin fee / account holder | $154 | $3,313-95.4% | $13,129-98.8% | $3,203-95.2% |