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 4-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 | $42,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,272 | $65,561-35.5% | $86,188-51.0% | $75,163-43.8% |
| Participation rate | 72.7% | 60.5%+12.2pp | 69.0%+3.8pp | 67.2%+5.5pp |
| Annual return | 16.21% | 46.05%-29.8pp | 1168.45%-1152.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,243 | $1,553-19.9% | $2,380-47.8% | $2,670-53.4% |
| Participant deferral / active EE | $4,306 | $3,024+42.4% | $3,985+8.0% | $4,125+4.4% |
| Admin fee / account holder | $183 | $5,474-96.7% | $6,852-97.3% | $5,651-96.8% |