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 49 · EIN 04-1590850 | Other Services | $10,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,210 | $73,638-65.8% | $95,952-73.7% | $73,488-65.7% |
| Participation rate | 68.1% | 76.2%-8.0pp | 77.1%-8.9pp | 70.7%-2.5pp |
| Annual return | 18.61% | 16.78%+1.8pp | 91.61%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $686 | $1,863-63.2% | $2,541-73.0% | $2,270-69.8% |
| Participant deferral / active EE | $1,685 | $3,617-53.4% | $4,167-59.6% | $3,740-54.9% |
| Admin fee / account holder | $72 | $482-85.1% | $6,795-98.9% | $513-86.0% |