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 16 · EIN 04-2647786 | Consulting | $2,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,172 | $70,908-18.0% | $98,907-41.2% | $73,488-20.8% |
| Participation rate | 61.1% | 73.8%-12.7pp | 76.0%-14.9pp | 70.7%-9.6pp |
| Annual return | 16.54% | 34.17%-17.6pp | 196.43%-179.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $873 | $2,036-57.1% | $2,689-67.5% | $2,270-61.5% |
| Participant deferral / active EE | $1,710 | $3,500-51.1% | $4,244-59.7% | $3,740-54.3% |
| Admin fee / account holder | $13 | $535-97.6% | $6,642-99.8% | $513-97.5% |