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) | $783 |
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 | $123,381 | $73,102+68.8% | $123,544-0.1% | $56,287+119.2% |
| Participation rate | 61.9% | 74.3%-12.4pp | 82.3%-20.4pp | 69.9%-7.9pp |
| Annual return | -5.41% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,531 | $2,977-48.6% | $4,628-66.9% | $2,111-27.5% |
| Participant deferral / active EE | $6,501 | $5,423+19.9% | $6,426+1.2% | $3,350+94.1% |
| Admin fee / account holder | $9 | $554-98.4% | $9,284-99.9% | $521-98.3% |