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 | $12,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,665 | $47,126-68.9% | $149,673-90.2% | $74,419-80.3% |
| Participation rate | 69.1% | 63.4%+5.7pp | 78.8%-9.7pp | 70.7%-1.6pp |
| Annual return | 20.62% | 22.75%-2.1pp | 134.42%-113.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $784 | $1,905-58.8% | $4,818-83.7% | $2,637-70.3% |
| Participant deferral / active EE | $1,794 | $2,728-34.2% | $5,680-68.4% | $4,528-60.4% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |