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 19 · EIN 51-0396365 | Securities Custodian | $53,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $33,036 | $105,581-68.7% | $70,449-53.1% | $90,288-63.4% |
| Participation rate | 19.5% | 77.5%-58.1pp | 75.1%-55.6pp | 73.4%-53.9pp |
| Annual return | 13.94% | 14.78%-0.8pp | 109.03%-95.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $400 | $3,304-87.9% | $2,737-85.4% | $2,524-84.2% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $59 | $68-12.4% | $3,845-98.5% | $114-48.2% |