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) | $6,366 |
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 | $43,174 | $62,267-30.7% | $110,238-60.8% | $55,725-22.5% |
| Participation rate | 69.4% | 78.1%-8.7pp | 79.8%-10.4pp | 70.9%-1.4pp |
| Annual return | -6.16% | -1.07%-5.1pp | 314.74%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,071 | $1,941+6.7% | $3,826-45.9% | $2,078-0.3% |
| Participant deferral / active EE | $3,832 | $3,516+9.0% | $4,672-18.0% | $3,356+14.2% |
| Admin fee / account holder | $28 | $121-77.0% | $8,547-99.7% | $115-75.9% |