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 27-2233898 | Advisory (Plan) | $14,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,586 | $73,102-63.6% | $123,544-78.5% | $56,287-52.8% |
| Participation rate | 30.3% | 74.3%-44.0pp | 82.3%-52.0pp | 69.9%-39.5pp |
| Annual return | -7.24% | 3.01%-10.2pp | 119.20%-126.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,636 | $5,423-32.9% | $6,426-43.4% | $3,350+8.6% |
| Admin fee / account holder | $197 | $554-64.4% | $9,284-97.9% | $521-62.1% |