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 |
|---|---|---|
JONES GREGG FINANCIAL2 years Service code 99 · EIN 26-0700134 | Other Fees | $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 | $29,925 | $63,114-52.6% | $92,893-67.8% | $65,185-54.1% |
| Participation rate | 33.3% | 68.8%-35.4pp | 76.0%-42.7pp | 70.2%-36.9pp |
| Annual return | 46.66% | 28.75%+17.9pp | 109.41%-62.8pp | 29.38%+17.3pp |
| Employer contribution / active EE | $656 | $2,571-74.5% | $3,653-82.1% | $2,177-69.9% |
| Participant deferral / active EE | $1,185 | $3,108-61.9% | $4,236-72.0% | $3,514-66.3% |
| Admin fee / account holder | $41 | $624-93.5% | $5,794-99.3% | $847-95.2% |