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 | $18,141 |
Service code 99 · EIN 46-4984194 | Other Fees | $14,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,273 | $76,050-45.7% | $96,544-57.2% | $71,457-42.2% |
| Participation rate | 96.6% | 74.4%+22.1pp | 76.0%+20.6pp | 67.9%+28.6pp |
| Annual return | 19.30% | 22.81%-3.5pp | 25.84%-6.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,498 | $2,244-33.2% | $2,965-49.5% | $2,588-42.1% |
| Participant deferral / active EE | $7,187 | $4,215+70.5% | $4,851+48.2% | $4,289+67.6% |
| Admin fee / account holder | $90 | $2,707-96.7% | $8,252-98.9% | $1,587-94.3% |