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 10-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 99 · EIN 47-1411118 | Other Fees | $40,000 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $16,429 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,709 | $65,390-30.1% | $169,368-73.0% | $71,457-36.0% |
| Participation rate | 71.6% | 67.0%+4.7pp | 77.1%-5.5pp | 67.9%+3.7pp |
| Annual return | 16.85% | 21.31%-4.5pp | 405.60%-388.8pp | 28.85%-12.0pp |
| Employer contribution / active EE | $23 | $2,079-98.9% | $4,013-99.4% | $2,588-99.1% |
| Participant deferral / active EE | $3,946 | $4,367-9.6% | $6,221-36.6% | $4,289-8.0% |
| Admin fee / account holder | $292 | $1,324-77.9% | $9,003-96.8% | $1,587-81.6% |