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 04-2647786 | Recordkeeping Fees | $20,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,827 | $71,516+124.9% | $98,439+63.4% | $71,457+125.1% |
| Participation rate | 95.6% | 72.7%+22.9pp | 75.2%+20.5pp | 67.9%+27.7pp |
| Annual return | 23.69% | 32.41%-8.7pp | 21.16%+2.5pp | 28.85%-5.2pp |
| Employer contribution / active EE | $2,953 | $2,399+23.1% | $3,048-3.1% | $2,588+14.1% |
| Participant deferral / active EE | $8,126 | $4,109+97.8% | $4,738+71.5% | $4,289+89.5% |
| Admin fee / account holder | $164 | $1,675-90.2% | $8,948-98.2% | $1,587-89.7% |