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 28 · EIN 01-0233346 | Investment Management | $190 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,870 | $50,464-30.9% | $75,781-54.0% | $52,331-33.4% |
| Participation rate | 30.8% | 66.8%-35.9pp | 75.8%-45.0pp | 68.1%-37.3pp |
| Annual return | -2.31% | 1.03%-3.3pp | 9.68%-12.0pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,123 | $1,988-43.5% | $3,323-66.2% | $1,882-40.3% |
| Participant deferral / active EE | $2,053 | $2,570-20.1% | $3,651-43.8% | $3,022-32.1% |
| Admin fee / account holder | $6 | $1,103-99.4% | $5,299-99.9% | $592-98.9% |