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 | $44,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,259 | $34,934+164.1% | $56,411+63.5% | $74,495+23.8% |
| Participation rate | 96.1% | 32.8%+63.3pp | 52.5%+43.7pp | 67.2%+28.9pp |
| Annual return | 11.87% | 25.94%-14.1pp | 1701.33%-1689.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,428 | $609+298.6% | $1,039+133.7% | $2,623-7.4% |
| Participant deferral / active EE | $1,599 | $1,170+36.7% | $1,952-18.1% | $4,346-63.2% |
| Admin fee / account holder | $8 | $2,364-99.6% | $2,829-99.7% | $1,942-99.6% |