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 |
|---|---|---|
GBA RETIREMENT SERVICES, INC.4+ years Service code 16 · EIN 58-2449984 | Consulting | $13,997 |
UNIFIED TRUST COMPANY, N.A.2 years Filed as: UNIFIED TRUST COMPANY Service code 19 · EIN 23-1676771 | Securities Custodian | $10,927 |
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 | $33,894 | $79,523-57.4% | $140,016-75.8% | $56,287-39.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 0.98% | 2.39%-1.4pp | 651.12%-650.1pp | -9.96%+10.9pp |
| Employer contribution / active EE | $1,429 | $3,350-57.3% | $5,606-74.5% | $2,111-32.3% |
| Participant deferral / active EE | $1,729 | $5,129-66.3% | $6,927-75.0% | $3,350-48.4% |
| Admin fee / account holder | $148 | $614-75.9% | $10,705-98.6% | $521-71.5% |