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 |
|---|---|---|
CITY CREDIT UNION1 year Service code 35 · EIN 75-0692281 | Employee (plan sponsor) | $29,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,275 |
DEFINITI LLC1 year Filed as: DEFINITI,LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $5,534 |
Annual investment return 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 | $39,167 | $136,307-71.3% | $177,821-78.0% | $73,488-46.7% |
| Participation rate | 89.2% | 86.1%+3.1pp | 87.7%+1.5pp | 70.7%+18.5pp |
| Annual return | 9.19% | 18.68%-9.5pp | 48.32%-39.1pp | 28.51%-19.3pp |
| Employer contribution / active EE | $2,167 | $3,712-41.6% | $5,918-63.4% | $2,270-4.5% |
| Participant deferral / active EE | $3,777 | $5,829-35.2% | $7,714-51.0% | $3,740+1.0% |
| Admin fee / account holder | $113 | $596-81.0% | $12,427-99.1% | $513-77.9% |