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 |
|---|---|---|
CROWE LLP1 year Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $24,734 |
GREATBANC TRUST COMPANY3+ years Service code 21 311 W MONROE STREET, 14TH FLOOR · CHICAGO, IL 60606 | Bank Trustee | $6,000 |
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 | $3,412 | $59,186-94.2% | $76,768-95.6% | $56,287-93.9% |
| Participation rate | 97.6% | 75.2%+22.4pp | 77.0%+20.6pp | 69.9%+27.7pp |
| Annual return | 12.21% | 6.62%+5.6pp | 2.43%+9.8pp | -9.96%+22.2pp |
| Employer contribution / active EE | $720 | $1,759-59.1% | $2,485-71.0% | $2,111-65.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $44 | $489-91.0% | $6,675-99.3% | $521-91.5% |