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 21 · EIN 16-0373410 | Bank Trustee | $2,206 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,909 | $39,859-90.2% | $78,689-95.0% | $57,658-93.2% |
| Participation rate | 33.7% | 66.1%-32.4pp | 73.6%-39.8pp | 70.2%-36.5pp |
| Annual return | 8.30% | 18.96%-10.7pp | 62.18%-53.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $212 | $2,248-90.6% | $3,517-94.0% | $3,061-93.1% |
| Admin fee / account holder | $16 | $76-79.0% | $4,510-99.6% | $95-83.1% |