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 | $38,145 |
ENDURE RETIREMENT LLC2 years Filed as: ENDURE RETIREMENT, LLC Service code 26 · EIN 83-1309467 | Advisory (Participants) | $33,893 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,363 | $111,608-73.7% | $177,821-83.5% | $73,409-60.0% |
| Participation rate | 79.6% | 87.9%-8.2pp | 87.7%-8.1pp | 72.2%+7.4pp |
| Annual return | 18.63% | 18.23%+0.4pp | 48.32%-29.7pp | 59.29%-40.7pp |
| Employer contribution / active EE | $761 | $3,796-80.0% | $5,918-87.1% | $2,234-65.9% |
| Participant deferral / active EE | $5,894 | $6,199-4.9% | $7,714-23.6% | $3,805+54.9% |
| Admin fee / account holder | $244 | $166+47.3% | $12,427-98.0% | $158+54.5% |