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 | Advisory (Plan) | $911 |
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 | $43,368 | $50,666-14.4% | $76,817-43.5% | $65,185-33.5% |
| Participation rate | 54.2% | 68.8%-14.6pp | 72.1%-17.9pp | 70.2%-16.0pp |
| Annual return | 25.05% | 28.51%-3.5pp | 1166.11%-1141.1pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,483 | $1,575-5.8% | $2,302-35.6% | $2,177-31.9% |
| Participant deferral / active EE | $3,187 | $2,647+20.4% | $3,336-4.5% | $3,514-9.3% |
| Admin fee / account holder | $17 | $463-96.4% | $6,420-99.7% | $847-98.0% |