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 9-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 |
|---|---|---|
ENCAP INVESTMENTS LP1 year Filed as: K W CHAMBERS AND CO Service code 53 · EIN 43-0785292 | Insurance Commissions | $0 |
Filed as: MML INSURANCE AGENCY, LLC Service code 53 · EIN 04-3109325 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,318 | $50,956-42.5% | $96,562-69.6% | $86,799-66.2% |
| Participation rate | 63.0% | 65.2%-2.2pp | 69.8%-6.8pp | 72.3%-9.2pp |
| Annual return | 12.61% | 21.27%-8.7pp | 37.78%-25.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $700 | $1,111-37.0% | $2,356-70.3% | $2,405-70.9% |
| Participant deferral / active EE | $1,824 | $2,954-38.3% | $3,849-52.6% | $4,131-55.8% |
| Admin fee / account holder | $29 | $166-82.6% | $6,181-99.5% | $170-83.0% |