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 | $2,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,776 | $86,655-10.2% | $119,609-35.0% | $66,914+16.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.94% | -8.00%-6.9pp | -14.97%0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $8,008 | $2,536+215.8% | $4,232+89.2% | $2,544+214.7% |
| Participant deferral / active EE | $5,793 | $4,358+32.9% | $5,602+3.4% | $4,237+36.7% |
| Admin fee / account holder | $215 | $755-71.5% | $10,323-97.9% | $593-63.8% |