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 | $30,697 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,539 | $95,416-68.0% | $185,823-83.6% | $85,850-64.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.93% | 23.59%-10.7pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,576 | $3,314-52.4% | $5,167-69.5% | $2,565-38.5% |
| Participant deferral / active EE | $3,833 | $3,423+12.0% | $5,568-31.2% | $3,952-3.0% |
| Admin fee / account holder | $4 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |