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 5-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) | $42,706 |
N1 ADVISORS3 years Service code 99 · EIN 46-3916607 | Other Fees | $26,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,545 | $185,822-73.3% | $169,993-70.9% | $139,434-64.5% |
| Participation rate | 9.1% | 87.8%-78.7pp | 87.0%-77.9pp | 80.3%-71.2pp |
| Annual return | 16.72% | 60.50%-43.8pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $36,795 | $7,590+384.8% | $6,785+442.3% | $4,751+674.5% |
| Participant deferral / active EE | $114,926 | $11,622+888.9% | $10,408+1004.2% | $6,710+1612.7% |
| Admin fee / account holder | $189 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |