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 37 · EIN 04-2647786 | Loan Processing | $10,748 |
RAM ASSOCIATES1 year Service code 10 · EIN 22-3482445 | Accounting | $6,120 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,566 | $69,477-83.4% | $94,646-87.8% | $71,457-83.8% |
| Participation rate | 74.6% | 78.4%-3.8pp | 80.8%-6.2pp | 67.9%+6.7pp |
| Annual return | 19.53% | 29.66%-10.1pp | 156.71%-137.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,152 | $7,345-57.1% | $7,418-57.5% | $4,289-26.5% |
| Admin fee / account holder | $70 | $1,210-94.2% | $7,231-99.0% | $1,587-95.6% |