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 28 · EIN 36-3400965 | Investment Management | $8,941 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,215 | $66,310+11.9% | $93,606-20.7% | $65,185+13.9% |
| Participation rate | 51.2% | 74.0%-22.8pp | 75.8%-24.6pp | 70.2%-19.0pp |
| Annual return | 20.30% | 42.58%-22.3pp | 32.76%-12.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,217 | $2,012-39.5% | $2,718-55.2% | $2,177-44.1% |
| Participant deferral / active EE | $2,872 | $3,342-14.1% | $4,069-29.4% | $3,514-18.3% |
| Admin fee / account holder | $101 | $6,897-98.5% | $7,888-98.7% | $847-88.0% |