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 4-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 14-1764768 | Other Fees | $16,677 |
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 | $58,179 | $65,061-10.6% | $143,757-59.5% | $66,914-13.1% |
| Participation rate | 44.9% | 65.2%-20.3pp | 80.3%-35.4pp | 69.8%-24.9pp |
| Annual return | -16.37% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $648 | $2,361-72.6% | $4,951-86.9% | $2,544-74.5% |
| Participant deferral / active EE | $1,116 | $2,919-61.8% | $5,637-80.2% | $4,237-73.7% |
| Admin fee / account holder | $288 | $502-42.6% | $14,673-98.0% | $593-51.4% |