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 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $58,544 |
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 | $35,866 | $89,808-60.1% | $100,391-64.3% | $77,643-53.8% |
| Participation rate | 79.7% | 81.2%-1.5pp | 81.5%-1.8pp | 70.6%+9.1pp |
| Annual return | 14.08% | 20.62%-6.5pp | 49.20%-35.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,511 | $3,039+15.5% | $3,942-10.9% | $2,726+28.8% |
| Participant deferral / active EE | $5,955 | $8,284-28.1% | $8,082-26.3% | $4,647+28.1% |
| Admin fee / account holder | $119 | $174-31.9% | $7,899-98.5% | $430-72.4% |