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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $14,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,345 | $54,517-51.7% | $75,972-65.3% | $74,495-64.6% |
| Participation rate | 95.2% | 60.3%+34.9pp | 69.1%+26.2pp | 67.2%+28.0pp |
| Annual return | 14.36% | 31.82%-17.5pp | 359.55%-345.2pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $717 | $1,777-59.7% | $2,685-73.3% | $2,623-72.7% |
| Participant deferral / active EE | $2,946 | $3,066-3.9% | $4,255-30.8% | $4,346-32.2% |
| Admin fee / account holder | $57 | $2,229-97.4% | $6,467-99.1% | $1,942-97.1% |