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) | $708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $162,632 | $99,957+62.7% | $149,696+8.6% | $73,488+121.3% |
| Participation rate | 52.7% | 75.7%-23.0pp | 82.5%-29.8pp | 70.7%-18.0pp |
| Annual return | 15.62% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,530 | $3,191-52.0% | $4,644-67.0% | $2,270-32.6% |
| Participant deferral / active EE | $6,338 | $6,073+4.4% | $6,842-7.4% | $3,740+69.5% |
| Admin fee / account holder | $9 | $551-98.3% | $9,309-99.9% | $513-98.2% |