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 | $38,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,103 | $68,346+28.9% | $94,646-6.9% | $75,163+17.2% |
| Participation rate | 75.8% | 76.1%-0.3pp | 80.8%-5.1pp | 67.2%+8.6pp |
| Annual return | 20.07% | 616.93%-596.9pp | 156.71%-136.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $758 | $2,701-71.9% | $3,672-79.4% | $2,670-71.6% |
| Participant deferral / active EE | $5,412 | $6,537-17.2% | $7,418-27.0% | $4,125+31.2% |
| Admin fee / account holder | $43 | $5,326-99.2% | $7,231-99.4% | $5,651-99.2% |