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 | $17,330 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $28,682 | $64,909-55.8% | $82,313-65.2% | $62,292-54.0% |
| Participation rate | 65.1% | 74.9%-9.8pp | 76.9%-11.8pp | 69.5%-4.4pp |
| Annual return | 20.58% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,761 | $3,103-43.2% | $3,706-52.5% | $3,169-44.4% |
| Admin fee / account holder | $238 | $440-45.9% | $5,608-95.8% | $479-50.4% |