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 99 · EIN 47-1411118 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,499 | $58,879-82.2% | $178,490-94.1% | $73,488-85.7% |
| Participation rate | 20.5% | 66.2%-45.7pp | 81.9%-61.4pp | 70.7%-50.1pp |
| Annual return | 13.01% | 24.86%-11.9pp | 151.07%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $416 | $2,236-81.4% | $5,011-91.7% | $2,270-81.7% |
| Participant deferral / active EE | $784 | $2,567-69.5% | $5,202-84.9% | $3,740-79.0% |
| Admin fee / account holder | $96 | $400-75.9% | $13,984-99.3% | $513-81.2% |