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 |
|---|---|---|
WOODTRUST BANK1+ years Service code 15 · EIN 39-0720440 | Recordkeeping | $60,175 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 49 · EIN 06-1271230 | Other Services | $0 |
Participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,335 | $72,770-81.7% | $67,652-80.3% | $55,191-75.8% |
| Participation rate | 71.6% | 78.8%-7.1pp | 75.7%-4.0pp | 69.2%+2.5pp |
| Annual return | 4.19% | -3.26%+7.5pp | 6625.04%-6620.8pp | 10.78%-6.6pp |
| Employer contribution / active EE | $560 | $1,769-68.3% | $2,266-75.3% | $1,899-70.5% |
| Participant deferral / active EE | $1,096 | $3,408-67.8% | $3,560-69.2% | $3,046-64.0% |
| Admin fee / account holder | $116 | $79+47.4% | $4,821-97.6% | $91+28.0% |