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 13-3689044 | Recordkeeping | $39,209 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,773 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,697 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,455 | $64,909+16.2% | $82,313-8.3% | $62,292+21.1% |
| Participation rate | 91.8% | 74.9%+17.0pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 12.42% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $3,389 | $1,676+102.2% | $2,428+39.5% | $2,042+65.9% |
| Participant deferral / active EE | $4,442 | $3,103+43.1% | $3,706+19.8% | $3,169+40.2% |
| Admin fee / account holder | $238 | $440-45.9% | $5,608-95.8% | $479-50.4% |