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 3-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) | $13,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,850 | $91,407-65.2% | $135,903-76.6% | $71,457-55.4% |
| Participation rate | 44.0% | 75.7%-31.6pp | 81.9%-37.9pp | 67.9%-23.9pp |
| Annual return | 20.45% | 29.90%-9.4pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,331 | $3,703-64.1% | $4,856-72.6% | $2,588-48.6% |
| Participant deferral / active EE | $1,915 | $7,092-73.0% | $7,758-75.3% | $4,289-55.4% |
| Admin fee / account holder | $107 | $1,266-91.5% | $10,762-99.0% | $1,587-93.3% |