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 LLC4 years Service code 26 · EIN 83-1605610 | Advisory (Participants) | $13,638 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,623 |
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 | $12,856 | $46,292-72.2% | $143,757-91.1% | $64,808-80.2% |
| Participation rate | 84.8% | 64.2%+20.6pp | 80.3%+4.5pp | 71.5%+13.4pp |
| Annual return | -14.64% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $708 | $1,910-62.9% | $4,951-85.7% | $2,506-71.8% |
| Participant deferral / active EE | $1,625 | $2,646-38.6% | $5,637-71.2% | $4,310-62.3% |
| Admin fee / account holder | $104 | $154-32.7% | $14,673-99.3% | $188-44.9% |