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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,478 | $66,302-23.9% | $110,238-54.2% | $56,287-10.3% |
| Participation rate | 61.3% | 74.9%-13.7pp | 79.8%-18.6pp | 69.9%-8.6pp |
| Annual return | -2.60% | -1.18%-1.4pp | 314.74%-317.3pp | -9.96%+7.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,830 | $3,381+13.3% | $4,672-18.0% | $3,350+14.3% |
| Admin fee / account holder | $45 | $698-93.5% | $8,547-99.5% | $521-91.3% |