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 8-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 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $27,045 | $52,279-48.3% | $89,391-69.7% | $79,858-66.1% |
| Participation rate | 44.1% | 57.5%-13.5pp | 68.0%-23.9pp | 69.6%-25.5pp |
| Annual return | 13.61% | 22.16%-8.6pp | 245.62%-232.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $735 | $1,572-53.2% | $2,586-71.6% | $2,471-70.3% |
| Participant deferral / active EE | $2,600 | $2,740-5.1% | $3,890-33.2% | $3,740-30.5% |
| Admin fee / account holder | $22 | $3,356-99.3% | $4,881-99.5% | $5,306-99.6% |