Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,259 | $34,932+164.1% | $56,441+63.5% | $74,546+23.8% |
| Participation rate | 96.1% | 32.9%+63.3pp | 52.5%+43.6pp | 67.2%+28.9pp |
| Annual return | 11.87% | 24.90%-13.0pp | 1704.21%-1692.3pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $2,428 | $608+299.1% | $1,039+133.6% | $2,624-7.5% |
| Participant deferral / active EE | $1,599 | $1,173+36.4% | $1,953-18.1% | $4,347-63.2% |
| Admin fee / account holder | $8 | $2,359-99.6% | $2,829-99.7% | $1,944-99.6% |