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 | $3,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,194 | $102,553-23.8% | $151,611-48.4% | $66,914+16.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -2.38% | -10.82%+8.4pp | 3.33%-5.7pp | 1.58%-4.0pp |
| Employer contribution / active EE | $4,739 | $4,180+13.4% | $6,166-23.1% | $2,544+86.2% |
| Participant deferral / active EE | $6,831 | $6,641+2.9% | $8,363-18.3% | $4,237+61.2% |
| Admin fee / account holder | $271 | $630-57.0% | $11,616-97.7% | $593-54.3% |