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 35-0145825 | Recordkeeping | $56,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,894 | $60,261-37.1% | $81,783-53.7% | $74,546-49.2% |
| Participation rate | 96.0% | 62.9%+33.2pp | 72.4%+23.7pp | 67.2%+28.8pp |
| Annual return | 14.15% | 16.88%-2.7pp | 775.05%-760.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,245 | $2,622-52.5% | $2,913-57.3% | $2,624-52.6% |
| Participant deferral / active EE | $5,776 | $3,388+70.5% | $4,320+33.7% | $4,347+32.9% |
| Admin fee / account holder | $5 | $1,482-99.7% | $7,380-99.9% | $1,944-99.7% |