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 64 · EIN 71-0294708 | Recordkeeping Fees | $639 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,071 | $59,054-55.9% | $97,226-73.2% | $77,643-66.4% |
| Participation rate | 83.8% | 67.9%+16.0pp | 72.7%+11.2pp | 70.6%+13.3pp |
| Annual return | 16.83% | 16.96%-0.1pp | 75.13%-58.3pp | 31.24%-14.4pp |
| Employer contribution / active EE | $2,764 | $1,742+58.7% | $2,729+1.3% | $2,726+1.4% |
| Participant deferral / active EE | $4,150 | $3,930+5.6% | $4,264-2.7% | $4,647-10.7% |
| Admin fee / account holder | -$5 | $346-101.3% | $5,654-100.1% | $430-101.1% |