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 |
|---|---|---|
INVERNESS SECURITIES LLC1+ years Service code 55 · EIN 01-0791017 | Other Commissions | $11,631 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $3,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,519 | $60,349-6.3% | $74,183-23.8% | $62,891-10.1% |
| Participation rate | 46.6% | 72.7%-26.1pp | 76.6%-30.0pp | 69.3%-22.7pp |
| Annual return | 2.83% | 21.37%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $762 | $1,680-54.6% | $2,370-67.8% | $2,281-66.6% |
| Participant deferral / active EE | $1,779 | $2,856-37.7% | $3,550-49.9% | $3,203-44.4% |
| Admin fee / account holder | $47 | $4,261-98.9% | $5,586-99.2% | $4,296-98.9% |