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 | $792 |
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 | $147,305 | $79,694+84.8% | $96,139+53.2% | $79,386+85.6% |
| Participation rate | 98.6% | 54.0%+44.6pp | 68.4%+30.1pp | 70.7%+27.9pp |
| Annual return | 10.53% | 40.84%-30.3pp | 191.94%-181.4pp | 116.85%-106.3pp |
| Employer contribution / active EE | $5,386 | $1,443+273.2% | $2,797+92.6% | $2,427+121.9% |
| Participant deferral / active EE | $2,176 | $2,539-14.3% | $4,349-50.0% | $4,046-46.2% |
| Admin fee / account holder | $269 | $630-57.2% | $5,537-95.1% | $626-57.0% |