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 |
|---|---|---|
RETIREMENT, LLC3 years Service code 15 · EIN 26-3723532 | Recordkeeping | $5,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,235 | $65,061-61.2% | $143,757-82.4% | $66,914-62.3% |
| Participation rate | 61.5% | 65.2%-3.7pp | 80.3%-18.8pp | 69.8%-8.3pp |
| Annual return | -13.19% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,766 | $2,361-25.2% | $4,951-64.3% | $2,544-30.6% |
| Participant deferral / active EE | $3,148 | $2,919+7.9% | $5,637-44.2% | $4,237-25.7% |
| Admin fee / account holder | $57 | $502-88.6% | $14,673-99.6% | $593-90.4% |