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 | $50,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,658 | $71,050-38.6% | $93,606-53.4% | $80,856-46.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.51% | 11.26%+2.3pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,335 | $1,564-14.6% | $2,420-44.8% | $2,755-51.6% |
| Participant deferral / active EE | $6,287 | $4,034+55.9% | $4,411+42.5% | $4,296+46.4% |
| Admin fee / account holder | $203 | $6,945-97.1% | $8,285-97.5% | $6,918-97.1% |