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 |
|---|---|---|
Filed as: H D VEST INS AGENCY LLC Service code 53 6333 N STATE HIGHWAY 161 FL 4 · IRVING, TX 750382219 | Insurance Commissions | $8,755 |
Filed as: DYATECH, LLC Service code 15 · EIN 64-0936231 | Recordkeeping | $766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,816 | $50,637-68.8% | $86,590-81.7% | $62,292-74.6% |
| Participation rate | 39.3% | 67.9%-28.6pp | 73.5%-34.2pp | 69.5%-30.2pp |
| Annual return | 18.74% | 20.80%-2.1pp | 964.84%-946.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,271 | $2,075-38.7% | $2,839-55.2% | $2,042-37.8% |
| Participant deferral / active EE | $2,063 | $2,611-21.0% | $3,609-42.8% | $3,169-34.9% |
| Admin fee / account holder | $15 | $413-96.4% | $4,906-99.7% | $479-96.9% |