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 LLC5 years Service code 26 · EIN 83-1605610 | Advisory (Participants) | $14,547 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,780 |
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 | $14,007 | $47,126-70.3% | $149,673-90.6% | $74,419-81.2% |
| Participation rate | 85.5% | 63.4%+22.1pp | 78.8%+6.8pp | 70.7%+14.8pp |
| Annual return | 15.62% | 22.75%-7.1pp | 134.42%-118.8pp | 34.38%-18.8pp |
| Employer contribution / active EE | $751 | $1,905-60.6% | $4,818-84.4% | $2,637-71.5% |
| Participant deferral / active EE | $1,662 | $2,728-39.1% | $5,680-70.7% | $4,528-63.3% |
| Admin fee / account holder | $119 | $343-65.3% | $13,210-99.1% | $348-65.8% |