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 | $55,795 |
ENDURE RETIREMENT LLC3 years Filed as: ENDURE RETIREMENT, LLC Service code 26 · EIN 83-1309467 | Advisory (Participants) | $51,422 |
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 | $24,059 | $111,491-78.4% | $189,513-87.3% | $86,799-72.3% |
| Participation rate | 85.1% | 87.3%-2.2pp | 87.8%-2.7pp | 72.3%+12.9pp |
| Annual return | 22.90% | 83.50%-60.6pp | 555.15%-532.3pp | 97.91%-75.0pp |
| Employer contribution / active EE | $601 | $3,951-84.8% | $6,162-90.3% | $2,405-75.0% |
| Participant deferral / active EE | $4,617 | $6,437-28.3% | $8,221-43.8% | $4,131+11.8% |
| Admin fee / account holder | $190 | $189+0.6% | $12,045-98.4% | $170+11.9% |