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 22 · EIN 13-4077093 | Insurance Broker | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,571 | $84,936-42.8% | $111,297-56.4% | $79,386-38.8% |
| Participation rate | 65.7% | 75.9%-10.1pp | 77.3%-11.6pp | 70.7%-5.0pp |
| Annual return | 12.53% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $590 | $1,979-70.2% | $2,731-78.4% | $2,427-75.7% |
| Participant deferral / active EE | $4,070 | $3,888+4.7% | $4,487-9.3% | $4,046+0.6% |
| Admin fee / account holder | $16 | $537-97.0% | $7,964-99.8% | $626-97.4% |