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 | $507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,702 | $51,466-26.7% | $78,778-52.1% | $62,292-39.5% |
| Participation rate | 58.7% | 59.8%-1.1pp | 69.2%-10.5pp | 69.5%-10.9pp |
| Annual return | 12.18% | 19.96%-7.8pp | 35.62%-23.4pp | 28.90%-16.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,077 | $2,147-3.3% | $2,958-29.8% | $3,169-34.5% |
| Admin fee / account holder | $14 | $489-97.1% | $5,134-99.7% | $479-97.1% |