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 49 · EIN 74-2794194 | Other Services | $5,242 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,326 | $89,652-49.4% | $141,162-67.9% | $65,185-30.5% |
| Participation rate | 41.4% | 74.7%-33.3pp | 82.5%-41.1pp | 70.2%-28.8pp |
| Annual return | 32.06% | 32.79%-0.7pp | 71.39%-39.3pp | 29.38%+2.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,823 | $5,691-50.4% | $6,709-57.9% | $3,514-19.7% |
| Admin fee / account holder | $19 | $569-96.7% | $10,261-99.8% | $847-97.8% |