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 13-3689044 | Recordkeeping | $33,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,267 | $88,360-4.6% | $145,433-42.1% | $67,986+23.9% |
| Participation rate | 77.5% | 65.5%+12.0pp | 82.1%-4.6pp | 57.2%+20.3pp |
| Annual return | 22.28% | 63.15%-40.9pp | 66.58%-44.3pp | 31.67%-9.4pp |
| Employer contribution / active EE | $2,062 | $3,054-32.5% | $4,554-54.7% | $2,019+2.1% |
| Participant deferral / active EE | $9,022 | $5,932+52.1% | $7,897+14.2% | $3,358+168.7% |
| Admin fee / account holder | $160 | $3,313-95.2% | $13,129-98.8% | $3,203-95.0% |