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 13 · EIN 42-0127290 | Contract Administrator | $25 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $29,346 | $66,601-55.9% | $92,893-68.4% | $67,579-56.6% |
| Participation rate | 51.4% | 72.5%-21.1pp | 76.0%-24.6pp | 71.3%-19.9pp |
| Annual return | 21.09% | 92.58%-71.5pp | 109.41%-88.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $686 | $2,775-75.3% | $3,653-81.2% | $2,148-68.0% |
| Participant deferral / active EE | $2,005 | $3,157-36.5% | $4,236-52.7% | $3,539-43.4% |
| Admin fee / account holder | $7 | $199-96.3% | $5,794-99.9% | $142-94.9% |