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 12 · EIN 48-1205033 | Sub-transfer agency fees; Claims proc... | $13,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,548 | $52,953-48.0% | $172,739-84.1% | $65,185-57.7% |
| Participation rate | 64.5% | 66.2%-1.7pp | 82.6%-18.2pp | 70.2%-5.7pp |
| Annual return | 20.10% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $367 | $2,190-83.2% | $5,143-92.9% | $2,177-83.1% |
| Participant deferral / active EE | $1,567 | $2,471-36.6% | $5,198-69.8% | $3,514-55.4% |
| Admin fee / account holder | $85 | $472-81.9% | $13,954-99.4% | $847-89.9% |