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.
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 | $58,231 | $60,165-3.2% | $74,183-21.5% | $55,167+5.6% |
| Participation rate | 54.2% | 74.2%-19.9pp | 76.6%-22.4pp | 69.0%-14.8pp |
| Annual return | 7.20% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $323 | $1,600-79.8% | $2,370-86.4% | $1,963-83.5% |
| Participant deferral / active EE | $3,418 | $2,973+15.0% | $3,550-3.7% | $3,054+11.9% |
| Admin fee / account holder | $26 | $419-93.8% | $5,586-99.5% | $504-94.8% |