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 | $12,409 | $106,028-88.3% | $146,958-91.6% | $77,643-84.0% |
| Participation rate | 86.1% | 78.4%+7.8pp | 82.2%+4.0pp | 70.6%+15.6pp |
| Annual return | 24.37% | 56.73%-32.4pp | 418.34%-394.0pp | 31.24%-6.9pp |
| Employer contribution / active EE | $1,799 | $4,063-55.7% | $4,933-63.5% | $2,726-34.0% |
| 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% |