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 27 · EIN 90-0116073 | Advisory (Plan) | $9,065 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,089 |
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 | $46,121 | $55,002-16.1% | $59,878-23.0% | $56,287-18.1% |
| Participation rate | 62.4% | 75.9%-13.5pp | 74.7%-12.3pp | 69.9%-7.5pp |
| Annual return | -2.80% | 1.13%-3.9pp | 3.46%-6.3pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,471 | $2,448+1.0% | $2,722-9.2% | $2,111+17.1% |
| Participant deferral / active EE | $3,867 | $3,121+23.9% | $3,402+13.7% | $3,350+15.4% |
| Admin fee / account holder | $44 | $236-81.3% | $3,590-98.8% | $521-91.5% |