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 10-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 12 · EIN 48-1205033 | Float revenue; Recordkeeping fees; Re... | $5,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,748 | $71,192-37.1% | $117,854-62.0% | $62,292-28.2% |
| Participation rate | 86.8% | 74.2%+12.6pp | 79.7%+7.1pp | 69.5%+17.3pp |
| Annual return | 17.60% | 18.66%-1.1pp | 335.08%-317.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,011 | $1,934-47.7% | $3,786-73.3% | $2,042-50.5% |
| Participant deferral / active EE | $2,272 | $3,189-28.8% | $4,482-49.3% | $3,169-28.3% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |