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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GUSTO RETIREMENT SERVICES, LLC1 year Service code 14 · EIN 30-1418950 | Plan Administrator | $10,526 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,490 | $106,749-97.7% | $145,433-98.3% | $82,448-97.0% |
| Participation rate | 89.1% | 75.6%+13.5pp | 82.1%+7.0pp | 68.1%+21.1pp |
| Annual return | 17.87% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,946 | $6,519-70.2% | $7,897-75.4% | $4,139-53.0% |
| Admin fee / account holder | $33 | $8,390-99.6% | $13,129-99.7% | $7,234-99.5% |