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 12 · EIN 48-1205033 | Sub-transfer agency fees; Float reven... | $150 |
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 | $34,198 | $54,368-37.1% | $117,039-70.8% | $62,292-45.1% |
| Participation rate | 37.5% | 64.9%-27.4pp | 77.2%-39.7pp | 69.5%-32.0pp |
| Annual return | 20.35% | 21.77%-1.4pp | 18.95%+1.4pp | 28.90%-8.5pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,205 | $2,269-46.9% | $3,929-69.3% | $3,169-62.0% |
| Admin fee / account holder | $122 | $493-75.4% | $5,974-98.0% | $479-74.7% |