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 | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,017 | $43,075-76.7% | $74,583-86.6% | $62,891-84.1% |
| Participation rate | 45.5% | 58.1%-12.6pp | 68.1%-22.7pp | 69.3%-23.9pp |
| Annual return | 31.82% | 17.50%+14.3pp | 20.47%+11.4pp | 20.14%+11.7pp |
| Employer contribution / active EE | $1,436 | $1,498-4.1% | $2,525-43.1% | $2,281-37.0% |
| Participant deferral / active EE | $978 | $2,389-59.0% | $3,458-71.7% | $3,203-69.5% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |