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 5-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 01-0233346 | Recordkeeping | $31,416 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,304 | $129,021-50.2% | $184,203-65.1% | $77,643-17.2% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.8%+6.5pp | 70.6%+22.7pp |
| Annual return | 15.74% | 33.27%-17.5pp | 28.81%-13.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,122 | $4,413+16.1% | $6,427-20.3% | $2,726+87.9% |
| Participant deferral / active EE | $9,010 | $7,297+23.5% | $9,131-1.3% | $4,647+93.9% |
| Admin fee / account holder | $220 | $254-13.4% | $13,901-98.4% | $430-48.9% |