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) | $9,318 |
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 | $37,870 | $43,423-12.8% | $78,689-51.9% | $55,167-31.4% |
| Participation rate | 63.8% | 68.0%-4.2pp | 73.6%-9.7pp | 69.0%-5.1pp |
| Annual return | 6.36% | 11.53%-5.2pp | 62.18%-55.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,878 | $1,997-5.9% | $2,851-34.1% | $1,963-4.3% |
| Participant deferral / active EE | $3,445 | $2,509+37.3% | $3,517-2.0% | $3,054+12.8% |
| Admin fee / account holder | $70 | $416-83.1% | $4,510-98.4% | $504-86.0% |