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 4-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 35-0145825 | Recordkeeping | $93,074 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $56,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,204 | $91,372+15.1% | $129,995-19.1% | $74,419+41.4% |
| Participation rate | 77.5% | 77.8%-0.3pp | 78.5%-1.0pp | 70.7%+6.7pp |
| Annual return | 16.48% | 23.21%-6.7pp | -137.18%+153.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,639 | $2,563+2.9% | $4,320-38.9% | $2,6370% |
| Participant deferral / active EE | $5,014 | $4,721+6.2% | $5,820-13.8% | $4,528+10.7% |
| Admin fee / account holder | $263 | $283-7.3% | $10,614-97.5% | $348-24.5% |