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 13-5674085 | Recordkeeping | $6,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,671 | $80,005+88.3% | $140,016+7.6% | $55,725+170.4% |
| Participation rate | 76.2% | 87.0%-10.8pp | 87.5%-11.3pp | 70.9%+5.3pp |
| Annual return | 2.95% | 0.46%+2.5pp | 651.12%-648.2pp | 244.93%-242.0pp |
| Employer contribution / active EE | $2,953 | $3,403-13.2% | $5,606-47.3% | $2,078+42.1% |
| Participant deferral / active EE | $6,686 | $5,264+27.0% | $6,927-3.5% | $3,356+99.2% |
| Admin fee / account holder | $9 | $116-92.6% | $10,705-99.9% | $115-92.6% |