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 3-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 | $356 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,571 | $82,202+1.7% | $125,339-33.3% | $64,808+29.0% |
| Participation rate | 92.3% | 77.9%+14.5pp | 82.4%+10.0pp | 71.5%+20.9pp |
| Annual return | -18.05% | 3.48%-21.5pp | 572.05%-590.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $9,070 | $3,615+150.9% | $4,814+88.4% | $2,506+261.9% |
| Participant deferral / active EE | $10,528 | $7,175+46.7% | $7,446+41.4% | $4,310+144.2% |
| Admin fee / account holder | $143 | $163-12.6% | $10,010-98.6% | $188-24.0% |