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 | $11,423 |
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 | $94,614 | $79,428+19.1% | $106,548-11.2% | $79,386+19.2% |
| Participation rate | 53.3% | 74.1%-20.8pp | 76.1%-22.8pp | 70.7%-17.4pp |
| Annual return | 11.14% | 18.27%-7.1pp | 26.80%-15.7pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,509 | $2,234-32.4% | $2,819-46.5% | $2,427-37.8% |
| Participant deferral / active EE | $3,550 | $3,823-7.1% | $4,398-19.3% | $4,046-12.2% |
| Admin fee / account holder | $120 | $523-77.0% | $7,407-98.4% | $626-80.8% |