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) | $5,373 |
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 | $185,955 | $69,362+168.1% | $101,248+83.7% | $73,488+153.0% |
| Participation rate | 61.0% | 68.4%-7.4pp | 75.8%-14.8pp | 70.7%-9.6pp |
| Annual return | 21.04% | 18.46%+2.6pp | 46.47%-25.4pp | 28.51%-7.5pp |
| Employer contribution / active EE | $881 | $2,628-66.5% | $3,660-75.9% | $2,270-61.2% |
| Participant deferral / active EE | $5,409 | $3,300+63.9% | $4,370+23.8% | $3,740+44.6% |
| Admin fee / account holder | $66 | $704-90.6% | $5,945-98.9% | $513-87.1% |