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 | $57,968 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,612 | $98,780-68.0% | $60,874-48.1% | $77,904-59.4% |
| Participation rate | 41.0% | 76.7%-35.7pp | 73.1%-32.1pp | 73.7%-32.7pp |
| Annual return | -16.10% | -11.56%-4.5pp | 16.90%-33.0pp | 12.21%-28.3pp |
| Employer contribution / active EE | $1,673 | $3,605-53.6% | $2,701-38.1% | $2,848-41.2% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $62 | $89-29.6% | $3,224-98.1% | $133-52.9% |