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 26 · EIN 71-0294708 | Advisory (Participants) | $4,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,537 | $41,854-19.9% | $73,843-54.6% | $52,331-35.9% |
| Participation rate | 64.3% | 66.2%-1.9pp | 73.4%-9.1pp | 68.1%-3.8pp |
| Annual return | 10.15% | 2.11%+8.0pp | 2267.84%-2257.7pp | 4.54%+5.6pp |
| Employer contribution / active EE | $1,857 | $1,920-3.3% | $2,787-33.4% | $1,882-1.3% |
| Participant deferral / active EE | $3,463 | $2,498+38.6% | $3,583-3.4% | $3,022+14.6% |
| Admin fee / account holder | $71 | $493-85.5% | $4,880-98.5% | $592-88.0% |