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) | $6,423 |
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 | $30,384 | $30,599-0.7% | $74,583-59.3% | $57,658-47.3% |
| Participation rate | 54.1% | 49.1%+4.9pp | 68.1%-14.1pp | 70.2%-16.2pp |
| Annual return | 8.46% | 14.24%-5.8pp | 20.47%-12.0pp | 5.13%+3.3pp |
| Employer contribution / active EE | $431 | $1,000-56.9% | $2,525-82.9% | $1,974-78.2% |
| Participant deferral / active EE | $1,854 | $1,805+2.7% | $3,458-46.4% | $3,061-39.4% |
| Admin fee / account holder | $14 | $98-86.2% | $4,138-99.7% | $95-85.7% |