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 13 · EIN 42-0127290 | Contract Administrator | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,541 | $45,825+67.0% | $90,645-15.6% | $56,287+36.0% |
| Participation rate | 40.0% | 66.7%-26.7pp | 74.0%-34.0pp | 69.9%-29.9pp |
| Annual return | -1.72% | 38.64%-40.4pp | 1.88%-3.6pp | -9.96%+8.2pp |
| Employer contribution / active EE | $791 | $1,372-42.3% | $2,532-68.7% | $2,111-62.5% |
| Participant deferral / active EE | $1,162 | $2,562-54.6% | $3,425-66.1% | $3,350-65.3% |
| Admin fee / account holder | $13 | $413-96.9% | $4,994-99.7% | $521-97.6% |