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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Finders' f... | $120,910 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,539 | $30,302-42.1% | $58,482-70.0% | $103,482-83.1% |
| Participation rate | 23.8% | 29.5%-5.8pp | 50.9%-27.1pp | 73.3%-49.5pp |
| Annual return | 11.67% | 19.69%-8.0pp | 4239.32%-4227.6pp | 33.11%-21.4pp |
| Employer contribution / active EE | $193 | $512-62.3% | $1,053-81.7% | $3,208-94.0% |
| Participant deferral / active EE | $670 | $1,170-42.7% | $1,924-65.2% | $5,207-87.1% |
| Admin fee / account holder | $41 | $109-62.4% | $2,516-98.4% | $114-64.1% |