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 | $6,696 |
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 | $19,446 | $82,978-76.6% | $129,995-85.0% | $71,457-72.8% |
| Participation rate | 96.6% | 74.1%+22.5pp | 78.5%+18.1pp | 67.9%+28.6pp |
| Annual return | 17.53% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $963 | $2,622-63.3% | $4,320-77.7% | $2,588-62.8% |
| Participant deferral / active EE | $2,443 | $4,432-44.9% | $5,820-58.0% | $4,289-43.0% |
| Admin fee / account holder | $25 | $1,729-98.5% | $10,614-99.8% | $1,587-98.4% |