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 7-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 |
|---|---|---|
SCJ FIDUCIARY SERVICES1 year Service code 24 · EIN 83-1749176 | Discretionary Trustee | $52,500 |
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 | $23,066 | $91,407-74.8% | $135,903-83.0% | $71,457-67.7% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.8pp | 67.9%+29.7pp |
| Annual return | 18.93% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $5,910 | $3,703+59.6% | $4,856+21.7% | $2,588+128.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $261 | $1,266-79.4% | $10,762-97.6% | $1,587-83.5% |