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 15 · EIN 13-3689044 | Recordkeeping | $66,866 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,066 |
Service code 15 · EIN 01-0472857 | Recordkeeping | $5,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,201 | $53,136-77.0% | $155,509-92.2% | $199,593-93.9% |
| Participation rate | 44.5% | 64.1%-19.5pp | 78.2%-33.6pp | 72.0%-27.4pp |
| Annual return | 14.58% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $253 | $1,851-86.3% | $4,672-94.6% | $3,034-91.7% |
| Participant deferral / active EE | $1,039 | $3,161-67.1% | $5,626-81.5% | $5,087-79.6% |
| Admin fee / account holder | $74 | $185-59.8% | $15,912-99.5% | $269-72.3% |