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) | $6,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,558 | $63,114+170.2% | $92,893+83.6% | $65,185+161.7% |
| Participation rate | 60.2% | 68.8%-8.6pp | 76.0%-15.8pp | 70.2%-10.0pp |
| Annual return | 25.31% | 28.75%-3.4pp | 109.41%-84.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,119 | $2,571-56.5% | $3,653-69.4% | $2,177-48.6% |
| Participant deferral / active EE | $5,624 | $3,108+80.9% | $4,236+32.8% | $3,514+60.1% |
| Admin fee / account holder | $73 | $624-88.3% | $5,794-98.7% | $847-91.4% |