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) | $371 |
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 | $39,733 | $37,196+6.8% | $154,107-74.2% | $55,725-28.7% |
| Participation rate | 52.1% | 64.1%-12.0pp | 83.0%-31.0pp | 70.9%-18.8pp |
| Annual return | -4.17% | 1319.68%-1323.8pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $783 | $1,614-51.5% | $5,298-85.2% | $2,078-62.3% |
| Participant deferral / active EE | $1,300 | $2,068-37.1% | $5,081-74.4% | $3,356-61.3% |
| Admin fee / account holder | $38 | $102-62.3% | $13,411-99.7% | $115-66.8% |