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 26 · EIN 71-0294708 | Advisory (Participants) | $13,014 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,932 | $91,407-54.1% | $135,903-69.1% | $71,457-41.3% |
| Participation rate | 53.3% | 75.7%-22.4pp | 81.9%-28.6pp | 67.9%-14.7pp |
| Annual return | 19.08% | 29.90%-10.8pp | 68.23%-49.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,260 | $3,703-66.0% | $4,856-74.1% | $2,588-51.3% |
| Participant deferral / active EE | $3,832 | $7,092-46.0% | $7,758-50.6% | $4,289-10.6% |
| Admin fee / account holder | $156 | $1,266-87.7% | $10,762-98.6% | $1,587-90.2% |