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 | $100,923-16.5% | $150,045-43.8% | $74,304+13.4% |
| Participation rate | 77.5% | 70.1%+7.4pp | 82.3%-4.9pp | 60.3%+17.1pp |
| Annual return | 22.28% | 51.77%-29.5pp | 62.55%-40.3pp | 29.43%-7.2pp |
| Employer contribution / active EE | $2,062 | $3,463-40.5% | $4,693-56.1% | $2,241-8.0% |
| Participant deferral / active EE | $9,022 | $6,709+34.5% | $7,997+12.8% | $3,767+139.5% |
| Admin fee / account holder | $160 | $2,767-94.2% | $13,435-98.8% | $2,969-94.6% |