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 4-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 | $35,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,787 | $59,107+26.5% | $86,436-13.5% | $68,494+9.2% |
| Participation rate | 75.9% | 75.2%+0.6pp | 80.3%-4.5pp | 67.9%+8.0pp |
| Annual return | -18.05% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $818 | $2,519-67.5% | $3,769-78.3% | $2,596-68.5% |
| Participant deferral / active EE | $6,349 | $5,901+7.6% | $6,952-8.7% | $4,027+57.7% |
| Admin fee / account holder | $33 | $5,637-99.4% | $6,731-99.5% | $5,403-99.4% |