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 | $9,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,892 | $70,908+18.3% | $98,907-15.2% | $73,488+14.2% |
| Participation rate | 52.5% | 73.8%-21.2pp | 76.0%-23.5pp | 70.7%-18.1pp |
| Annual return | 11.91% | 34.17%-22.3pp | 196.43%-184.5pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,386 | $2,036-32.0% | $2,689-48.5% | $2,270-39.0% |
| Participant deferral / active EE | $3,271 | $3,500-6.5% | $4,244-22.9% | $3,740-12.5% |
| Admin fee / account holder | $115 | $535-78.4% | $6,642-98.3% | $513-77.5% |