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 | $10,250 |
Service code 27 · EIN 81-4015541 | Advisory (Plan) | $8,413 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $16,921 | $46,292-63.4% | $143,757-88.2% | $64,808-73.9% |
| Participation rate | 32.5% | 64.2%-31.7pp | 80.3%-47.8pp | 71.5%-39.0pp |
| Annual return | -16.46% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $667 | $1,910-65.1% | $4,951-86.5% | $2,506-73.4% |
| Participant deferral / active EE | $963 | $2,646-63.6% | $5,637-82.9% | $4,310-77.6% |
| Admin fee / account holder | $56 | $154-63.8% | $14,673-99.6% | $188-70.3% |