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) | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,545 | $61,473-47.1% | $81,930-60.3% | $73,409-55.7% |
| Participation rate | 20.4% | 72.4%-51.9pp | 72.0%-51.6pp | 72.2%-51.7pp |
| Annual return | 13.86% | 28.26%-14.4pp | 29.49%-15.6pp | 59.29%-45.4pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $333 | $3,080-89.2% | $7,107-95.3% | $3,805-91.2% |
| Admin fee / account holder | $2 | $125-98.3% | $5,158-100.0% | $158-98.7% |