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) | $34,617 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,940 | $78,275-47.7% | $109,143-62.5% | $86,799-52.8% |
| Participation rate | 52.1% | 73.8%-21.8pp | 75.9%-23.8pp | 72.3%-20.2pp |
| Annual return | 17.16% | 19.14%-2.0pp | 25.75%-8.6pp | 97.91%-80.8pp |
| Employer contribution / active EE | $749 | $3,105-75.9% | $3,722-79.9% | $2,405-68.9% |
| Participant deferral / active EE | $2,019 | $3,641-44.5% | $4,653-56.6% | $4,131-51.1% |
| Admin fee / account holder | $158 | $198-20.5% | $6,752-97.7% | $170-7.0% |