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 01-0233346 | Recordkeeping | $258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,123 | $64,119-59.3% | $112,228-76.7% | $66,914-61.0% |
| Participation rate | 87.7% | 68.5%+19.2pp | 75.1%+12.6pp | 69.8%+17.9pp |
| Annual return | -14.12% | -13.81%-0.3pp | 27.45%-41.6pp | 1.58%-15.7pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,941 | $3,693+33.8% | $4,728+4.5% | $4,237+16.6% |
| Admin fee / account holder | $236 | $625-62.2% | $6,410-96.3% | $593-60.2% |