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 | $7,967 |
Service code 27 · EIN 81-4015541 | Advisory (Plan) | $6,456 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $18,159 | $56,485-67.9% | $185,823-90.2% | $86,799-79.1% |
| Participation rate | 28.2% | 65.5%-37.3pp | 81.7%-53.5pp | 72.3%-44.1pp |
| Annual return | 31.52% | 118.04%-86.5pp | 122.05%-90.5pp | 97.91%-66.4pp |
| Employer contribution / active EE | $504 | $1,843-72.7% | $5,167-90.2% | $2,405-79.0% |
| Participant deferral / active EE | $674 | $2,553-73.6% | $5,568-87.9% | $4,131-83.7% |
| Admin fee / account holder | $42 | $150-72.0% | $16,237-99.7% | $170-75.3% |