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 13 · EIN 42-0127290 | Contract Administrator | $1,275 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $33,303 | $54,573-39.0% | $90,951-63.4% | $73,488-54.7% |
| Participation rate | 20.7% | 61.2%-40.5pp | 69.0%-48.3pp | 70.7%-50.0pp |
| Annual return | 15.67% | 16.69%-1.0pp | 134.60%-118.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $500 | $991-49.6% | $2,122-76.5% | $2,270-78.0% |
| Participant deferral / active EE | $940 | $2,517-62.7% | $3,373-72.1% | $3,740-74.9% |
| Admin fee / account holder | $35 | $521-93.2% | $5,959-99.4% | $513-93.1% |