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 | $12,460 |
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 | $92,997 | $71,516+30.0% | $98,439-5.5% | $71,457+30.1% |
| Participation rate | 56.7% | 72.7%-16.0pp | 75.2%-18.5pp | 67.9%-11.3pp |
| Annual return | 12.25% | 32.41%-20.2pp | 21.16%-8.9pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,659 | $2,399-30.8% | $3,048-45.6% | $2,588-35.9% |
| Participant deferral / active EE | $3,860 | $4,109-6.1% | $4,738-18.5% | $4,289-10.0% |
| Admin fee / account holder | $141 | $1,675-91.6% | $8,948-98.4% | $1,587-91.1% |