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 25 · EIN 04-2647786 | Directed Trustee | $9,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,581 | $155,795-14.3% | $136,294-2.0% | $69,631+91.8% |
| Participation rate | 49.2% | 75.2%-26.0pp | 81.9%-32.7pp | 70.7%-21.4pp |
| Annual return | 22.70% | 232464.33%-232441.6pp | 5155.94%-5133.2pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $495 | $2,991-83.5% | $4,695-89.5% | $2,032-75.6% |
| Participant deferral / active EE | $4,949 | $5,394-8.3% | $6,247-20.8% | $3,224+53.5% |
| Admin fee / account holder | $71 | $128-45.0% | $9,243-99.2% | $110-36.2% |