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 9-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 16-1450952 | Recordkeeping | $8,850 |
PENDO ADVISORS1 year Filed as: PENDO ADVISORS LLC Service code 34 · EIN 41-2016508 | Valuation (appraisals, etc.) | $6,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,229 | $63,745-90.2% | $98,442-93.7% | $79,386-92.2% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | -10.04% | 625.80%-635.8pp | 1492.73%-1502.8pp | 116.85%-126.9pp |
| Employer contribution / active EE | $2,070 | $2,557-19.0% | $2,960-30.1% | $2,427-14.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $87 | $516-83.2% | $5,949-98.5% | $626-86.1% |