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 27 · EIN 74-2794194 | Advisory (Plan) | $13,531 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,705 |
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 | $32,480 | $75,183-56.8% | $123,892-73.8% | $55,167-41.1% |
| Participation rate | 62.3% | 72.8%-10.5pp | 81.4%-19.1pp | 69.0%-6.7pp |
| Annual return | 38.20% | 19.01%+19.2pp | 47.52%-9.3pp | 169.23%-131.0pp |
| Employer contribution / active EE | $1,762 | $2,823-37.6% | $4,617-61.8% | $1,963-10.2% |
| Participant deferral / active EE | $3,525 | $5,084-30.7% | $5,984-41.1% | $3,054+15.4% |
| Admin fee / account holder | $226 | $663-65.9% | $8,357-97.3% | $504-55.2% |