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 50 · EIN 52-2136664 300 E JOPPA RD ROAD · TOWSON, MD 21286 | Direct Payment | $900 |
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.
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 | $57,799 | $52,953+9.2% | $172,739-66.5% | $65,185-11.3% |
| Participation rate | 23.1% | 66.2%-43.1pp | 82.6%-59.5pp | 70.2%-47.1pp |
| Annual return | 24.43% | 30.12%-5.7pp | 802.84%-778.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $427 | $2,190-80.5% | $5,143-91.7% | $2,177-80.4% |
| Participant deferral / active EE | $675 | $2,471-72.7% | $5,198-87.0% | $3,514-80.8% |
| Admin fee / account holder | $21 | $472-95.6% | $13,954-99.9% | $847-97.5% |