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 9-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 | $38,335 |
Participant 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 | $29,741 | $61,156-51.4% | $185,823-84.0% | $79,386-62.5% |
| Participation rate | 98.0% | 66.6%+31.4pp | 81.7%+16.3pp | 70.7%+27.3pp |
| Annual return | 15.14% | 19.45%-4.3pp | 122.05%-106.9pp | 116.85%-101.7pp |
| Employer contribution / active EE | $3,765 | $2,321+62.2% | $5,167-27.1% | $2,427+55.1% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $710-99.2% | $16,237-100.0% | $626-99.1% |