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 50 · EIN 61-1256314 | Direct Payment | $670 |
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 | $58,920 | $50,958+15.6% | $74,550-21.0% | $64,186-8.2% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.1%-15.4pp | 69.6%-15.8pp |
| Annual return | -3.62% | -1.86%-1.8pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,366 | $2,301+2.8% | $3,108-23.9% | $3,470-31.8% |
| Admin fee / account holder | $10 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |