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.
| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT1+ years Service code 60 | Sub-TA Fees | $0 |
GRANDEUR PEAK LLC1+ years Service code 60 | Sub-TA Fees | $0 |
OAKMARK1+ years Filed as: OAKMARK FUNDS Service code 60 | Sub-TA Fees | $0 |
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 | $11,655 | $106,028-89.0% | $146,958-92.1% | $77,643-85.0% |
| Participation rate | 85.5% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 39.28% | 56.73%-17.4pp | 418.34%-379.1pp | 31.24%+8.0pp |
| Employer contribution / active EE | $1,675 | $4,063-58.8% | $4,933-66.0% | $2,726-38.5% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |