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 5-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 |
|---|---|---|
RPCSI1 year Service code 49 | Other Services | $329 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $118 |
Annual investment return 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 | $7,476 | $73,867-89.9% | $143,757-94.8% | $68,494-89.1% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -20.52% | 1.01%-21.5pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,887 | $3,184-40.7% | $4,951-61.9% | $2,596-27.3% |
| Participant deferral / active EE | $2,241 | $3,384-33.8% | $5,637-60.2% | $4,027-44.4% |
| Admin fee / account holder | $47 | $5,755-99.2% | $14,673-99.7% | $5,403-99.1% |