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 15 · EIN 35-0145825 | Recordkeeping | $14,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,243 | $53,162+34.0% | $91,220-21.9% | $68,494+4.0% |
| Participation rate | 88.5% | 63.2%+25.3pp | 73.2%+15.3pp | 67.9%+20.6pp |
| Annual return | -17.77% | -3.14%-14.6pp | 114.01%-131.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $720 | $1,709-57.9% | $2,850-74.7% | $2,596-72.3% |
| Participant deferral / active EE | $4,056 | $2,974+36.4% | $4,234-4.2% | $4,027+0.7% |
| Admin fee / account holder | $146 | $4,493-96.7% | $5,420-97.3% | $5,403-97.3% |