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 |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $12,240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,696 | $46,292-87.7% | $143,757-96.0% | $64,808-91.2% |
| Participation rate | 72.6% | 64.2%+8.4pp | 80.3%-7.7pp | 71.5%+1.1pp |
| Annual return | -13.21% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.0pp |
| Employer contribution / active EE | $142 | $1,910-92.6% | $4,951-97.1% | $2,506-94.3% |
| Participant deferral / active EE | $619 | $2,646-76.6% | $5,637-89.0% | $4,310-85.6% |
| Admin fee / account holder | $40 | $154-74.2% | $14,673-99.7% | $188-78.9% |