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.5+ years Service code 16 · EIN 58-2449984 | Consulting | $10,001 |
UNIFIED TRUST COMPANY, N.A.3 years Filed as: UNIFIED TRUST COMPANY Service code 19 · EIN 23-1676771 | Securities Custodian | $8,910 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,907 | $98,982-54.6% | $162,163-72.3% | $65,185-31.1% |
| Participation rate | 93.8% | 85.8%+8.0pp | 87.6%+6.2pp | 70.2%+23.6pp |
| Annual return | 20.83% | 24.84%-4.0pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,554 | $3,467-55.2% | $5,614-72.3% | $2,177-28.6% |
| Participant deferral / active EE | $1,889 | $5,384-64.9% | $7,298-74.1% | $3,514-46.2% |
| Admin fee / account holder | $139 | $596-76.6% | $10,843-98.7% | $847-83.6% |