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 | $53,444 |
BOLINGER SOLUTIONS LLC2 years Service code 16 · EIN 87-3979204 | Consulting | $28,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,423 | $102,317-4.8% | $146,958-33.7% | $80,856+20.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.59% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,143 | $3,713-15.3% | $4,933-36.3% | $2,755+14.1% |
| Participant deferral / active EE | $7,517 | $6,644+13.1% | $8,070-6.9% | $4,296+75.0% |
| Admin fee / account holder | $30 | $7,941-99.6% | $12,998-99.8% | $6,918-99.6% |