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 26 · EIN 71-0294708 | Advisory (Participants) | $3,679 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,772 | $64,324-86.4% | $118,925-92.6% | $79,858-89.0% |
| Participation rate | 79.5% | 64.9%+14.6pp | 75.4%+4.1pp | 69.6%+9.9pp |
| Annual return | 12.63% | 86.45%-73.8pp | 35.88%-23.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,505 | $1,836+36.4% | $3,263-23.2% | $2,471+1.4% |
| Participant deferral / active EE | $4,435 | $2,824+57.1% | $4,265+4.0% | $3,740+18.6% |
| Admin fee / account holder | $19 | $4,040-99.5% | $6,581-99.7% | $5,306-99.6% |