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 13 · EIN 42-0127290 | Contract Administrator | $3,542 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,197 | $62,928-83.8% | $172,739-94.1% | $67,579-84.9% |
| Participation rate | 31.2% | 64.5%-33.3pp | 82.6%-51.4pp | 71.3%-40.1pp |
| Annual return | 5.66% | 30.36%-24.7pp | 802.84%-797.2pp | 378.56%-372.9pp |
| Employer contribution / active EE | $558 | $1,636-65.9% | $5,143-89.2% | $2,148-74.0% |
| Participant deferral / active EE | $713 | $2,145-66.8% | $5,198-86.3% | $3,539-79.9% |
| Admin fee / account holder | $17 | $167-89.7% | $13,954-99.9% | $142-88.0% |