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 |
|---|---|---|
DRAVO BAY LLC3 years Service code 26 · EIN 83-1605610 | Advisory (Participants) | $15,820 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,205 |
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 | $15,814 | $56,485-72.0% | $185,823-91.5% | $86,799-81.8% |
| Participation rate | 80.8% | 65.5%+15.3pp | 81.7%-0.9pp | 72.3%+8.5pp |
| Annual return | 20.46% | 118.04%-97.6pp | 122.05%-101.6pp | 97.91%-77.4pp |
| Employer contribution / active EE | $528 | $1,843-71.4% | $5,167-89.8% | $2,405-78.1% |
| Participant deferral / active EE | $1,520 | $2,553-40.5% | $5,568-72.7% | $4,131-63.2% |
| Admin fee / account holder | $119 | $150-20.4% | $16,237-99.3% | $170-29.7% |