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 | $9,672 |
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 | $16,532 | $86,655-80.9% | $119,609-86.2% | $66,914-75.3% |
| Participation rate | 96.2% | 75.6%+20.7pp | 79.3%+17.0pp | 69.8%+26.4pp |
| Annual return | -17.37% | -8.00%-9.4pp | -14.97%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $826 | $2,536-67.4% | $4,232-80.5% | $2,544-67.5% |
| Participant deferral / active EE | $2,333 | $4,358-46.5% | $5,602-58.4% | $4,237-44.9% |
| Admin fee / account holder | $27 | $755-96.5% | $10,323-99.7% | $593-95.5% |