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 35-0145825 | Recordkeeping | $84,059 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,201 | $62,127+85.4% | $81,382+41.6% | $74,495+54.6% |
| Participation rate | 95.0% | 64.0%+31.0pp | 69.5%+25.5pp | 67.2%+27.8pp |
| Annual return | 14.53% | 16.48%-2.0pp | 24.73%-10.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,297 | $1,882+128.3% | $2,463+74.5% | $2,623+63.8% |
| Participant deferral / active EE | $9,875 | $3,229+205.8% | $3,883+154.3% | $4,346+127.2% |
| Admin fee / account holder | $33 | $1,934-98.3% | $5,768-99.4% | $1,942-98.3% |