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 | $111,992 |
ENDURE RETIREMENT LLC5 years Filed as: ENDURE RETIREMENT, LLC Service code 26 · EIN 83-1309467 | Advisory (Participants) | $94,409 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,074 | $100,227-60.0% | $169,993-76.4% | $74,419-46.2% |
| Participation rate | 73.1% | 87.3%-14.3pp | 87.0%-13.9pp | 70.7%+2.3pp |
| Annual return | 106.34% | 66.08%+40.3pp | 53.37%+53.0pp | 34.38%+72.0pp |
| Employer contribution / active EE | $811 | $4,263-81.0% | $6,785-88.0% | $2,637-69.3% |
| Participant deferral / active EE | $5,344 | $7,143-25.2% | $10,408-48.7% | $4,528+18.0% |
| Admin fee / account holder | $457 | $234+95.1% | $12,815-96.4% | $348+31.5% |