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 9-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) | $6,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,372 | $71,666-36.7% | $117,854-61.5% | $69,631-34.8% |
| Participation rate | 65.9% | 77.5%-11.6pp | 79.7%-13.7pp | 70.7%-4.7pp |
| Annual return | 44.74% | 18.86%+25.9pp | 335.08%-290.3pp | 27571.02%-27526.3pp |
| Employer contribution / active EE | $1,961 | $1,889+3.8% | $3,786-48.2% | $2,032-3.5% |
| Participant deferral / active EE | $3,538 | $3,340+5.9% | $4,482-21.1% | $3,224+9.7% |
| Admin fee / account holder | $30 | $120-74.8% | $8,020-99.6% | $110-72.6% |