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 15 · EIN 35-0145825 | Recordkeeping | $52,685 |
PRONVEST1+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $7,285 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,071 | $67,166-77.6% | $57,343-73.7% | $55,191-72.7% |
| Participation rate | 90.2% | 77.7%+12.5pp | 75.1%+15.1pp | 69.2%+21.1pp |
| Annual return | 0.67% | 4.22%-3.6pp | 24.39%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,682 | $2,812-40.2% | $2,689-37.4% | $1,899-11.4% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $34 | $44-21.9% | $3,356-99.0% | $91-62.5% |