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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,840 |
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 | $102,347 | $62,561+63.6% | $105,218-2.7% | $52,331+95.6% |
| Participation rate | 64.4% | 70.4%-6.0pp | 77.2%-12.9pp | 68.1%-3.7pp |
| Annual return | 1.70% | 8.71%-7.0pp | 5.33%-3.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,381 | $2,137-35.4% | $3,255-57.6% | $1,882-26.6% |
| Participant deferral / active EE | $4,159 | $3,355+24.0% | $4,867-14.5% | $3,022+37.6% |
| Admin fee / account holder | $36 | $198-81.7% | $6,992-99.5% | $592-93.8% |