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 64 · EIN 71-0294708 | Recordkeeping Fees | $65,301 |
TANDEM FINANCIAL4 years Service code 99 · EIN 82-4386489 | Other Fees | $53,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,033 | $65,908-49.9% | $81,812-59.6% | $77,643-57.5% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.3%+25.9pp | 70.6%+27.7pp |
| Annual return | 14.53% | 26.64%-12.1pp | 773.79%-759.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,808 | $2,370-23.7% | $2,912-37.9% | $2,726-33.7% |
| Participant deferral / active EE | $1,673 | $3,505-52.3% | $4,319-61.2% | $4,647-64.0% |
| Admin fee / account holder | $95 | $526-82.0% | $7,386-98.7% | $430-77.9% |