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 55 C/O FIRST FINANCIAL GROUP · WASHINGTON, DC 20814 | Other Commissions | $17,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,641 | $75,183-64.6% | $123,892-78.5% | $55,167-51.7% |
| Participation rate | 64.9% | 72.8%-7.9pp | 81.4%-16.5pp | 69.0%-4.1pp |
| Annual return | 6.41% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,392 | $2,823-50.7% | $4,617-69.9% | $1,963-29.1% |
| Participant deferral / active EE | $2,671 | $5,084-47.5% | $5,984-55.4% | $3,054-12.5% |
| Admin fee / account holder | $2 | $663-99.6% | $8,357-100.0% | $504-99.5% |