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 6-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 | $500 |
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 | $37,266 | $61,272-39.2% | $149,673-75.1% | $71,457-47.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 12.85% | 35.85%-23.0pp | 134.42%-121.6pp | 28.85%-16.0pp |
| Employer contribution / active EE | $19,420 | $2,378+716.5% | $4,818+303.1% | $2,588+650.5% |
| Participant deferral / active EE | $2,363 | $2,917-19.0% | $5,680-58.4% | $4,289-44.9% |
| Admin fee / account holder | $166 | $1,261-86.8% | $13,210-98.7% | $1,587-89.5% |