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 | $158 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,032 | $76,670-62.1% | $96,683-70.0% | $71,457-59.4% |
| Participation rate | 96.3% | 66.6%+29.7pp | 74.3%+21.9pp | 67.9%+28.3pp |
| Annual return | 17.42% | 48.29%-30.9pp | 35.69%-18.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $746 | $3,031-75.4% | $3,737-80.0% | $2,588-71.2% |
| Participant deferral / active EE | $5,792 | $3,771+53.6% | $4,878+18.7% | $4,289+35.1% |
| Admin fee / account holder | $231 | $2,028-88.6% | $6,730-96.6% | $1,587-85.5% |