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 26 · EIN 71-0294708 | Advisory (Participants) | $9,573 |
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 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 | $47,315 | $29,369+61.1% | $77,482-38.9% | $73,409-35.5% |
| Participation rate | 23.7% | 37.9%-14.3pp | 54.2%-30.5pp | 72.2%-48.5pp |
| Annual return | 11.45% | 358.15%-346.7pp | 54.79%-43.3pp | 59.29%-47.8pp |
| Employer contribution / active EE | $405 | $406-0.2% | $986-59.0% | $2,234-81.9% |
| Participant deferral / active EE | $759 | $941-19.4% | $1,861-59.2% | $3,805-80.1% |
| Admin fee / account holder | $21 | $123-82.7% | $2,858-99.3% | $158-86.5% |