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 8-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 | $0 |
Annual investment return 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 | $14,328 | $53,822-73.4% | $75,696-81.1% | $85,850-83.3% |
| Participation rate | 82.3% | 69.1%+13.2pp | 74.8%+7.4pp | 69.3%+13.0pp |
| Annual return | 7.36% | 24.54%-17.2pp | 104.53%-97.2pp | 318.53%-311.2pp |
| Employer contribution / active EE | $2,157 | $2,017+7.0% | $2,743-21.3% | $2,565-15.9% |
| Participant deferral / active EE | $1,086 | $2,895-62.5% | $3,821-71.6% | $3,952-72.5% |
| Admin fee / account holder | $38 | $3,343-98.9% | $3,619-98.9% | $6,260-99.4% |