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 6-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 | $8,720 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,199 | $79,013-61.8% | $100,391-69.9% | $74,495-59.5% |
| Participation rate | 70.6% | 79.5%-8.9pp | 81.5%-10.9pp | 67.2%+3.4pp |
| Annual return | 19.50% | 20.41%-0.9pp | 49.20%-29.7pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,843 | $3,021-39.0% | $3,942-53.2% | $2,623-29.7% |
| Participant deferral / active EE | $3,625 | $7,760-53.3% | $8,082-55.2% | $4,346-16.6% |
| Admin fee / account holder | $60 | $1,320-95.4% | $7,899-99.2% | $1,942-96.9% |