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 | $2,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,794 | $91,517-77.3% | $101,248-79.5% | $73,409-71.7% |
| Participation rate | 42.7% | 73.8%-31.1pp | 75.8%-33.1pp | 72.2%-29.5pp |
| Annual return | 21.35% | 17.17%+4.2pp | 46.47%-25.1pp | 59.29%-37.9pp |
| Employer contribution / active EE | $895 | $2,877-68.9% | $3,660-75.5% | $2,234-59.9% |
| Participant deferral / active EE | $1,834 | $3,338-45.1% | $4,370-58.0% | $3,805-51.8% |
| Admin fee / account holder | $129 | $216-40.1% | $5,945-97.8% | $158-18.1% |