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 |
|---|---|---|
RETIREMENT, LLC5 years Service code 13 · EIN 26-3723532 | Contract Administrator | $5,620 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,710 | $58,879-80.1% | $178,490-93.4% | $73,488-84.1% |
| Participation rate | 96.1% | 66.2%+29.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 11.96% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,483 | $2,236-33.7% | $5,011-70.4% | $2,270-34.7% |
| Participant deferral / active EE | $242 | $2,567-90.6% | $5,202-95.4% | $3,740-93.5% |
| Admin fee / account holder | $39 | $400-90.2% | $13,984-99.7% | $513-92.3% |