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 3-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 26 · EIN 71-0294708 | Advisory (Participants) | $9,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,738 | $61,272-62.9% | $149,673-84.8% | $71,457-68.2% |
| Participation rate | 48.5% | 62.5%-14.0pp | 78.8%-30.3pp | 67.9%-19.4pp |
| Annual return | 21.21% | 35.85%-14.6pp | 134.42%-113.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,095 | $2,378-54.0% | $4,818-77.3% | $2,588-57.7% |
| Participant deferral / active EE | $2,041 | $2,917-30.0% | $5,680-64.1% | $4,289-52.4% |
| Admin fee / account holder | $76 | $1,261-93.9% | $13,210-99.4% | $1,587-95.2% |