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 |
|---|---|---|
Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,674 | $94,833-37.1% | $75,696-21.2% | $86,799-31.3% |
| Participation rate | 79.6% | 79.1%+0.5pp | 74.8%+4.8pp | 72.3%+7.4pp |
| Annual return | 18.52% | 16.91%+1.6pp | 104.53%-86.0pp | 97.91%-79.4pp |
| Employer contribution / active EE | $2,962 | $2,904+2.0% | $2,743+8.0% | $2,405+23.1% |
| Participant deferral / active EE | $8,304 | $3,632+128.7% | $3,821+117.3% | $4,131+101.0% |
| Admin fee / account holder | $17 | $109-84.6% | $3,619-99.5% | $170-90.1% |