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 | Direct payment from the plan; Claims ... | $3,050 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,704 | $47,922-56.8% | $75,886-72.7% | $65,185-68.2% |
| Participation rate | 54.5% | 63.0%-8.4pp | 69.3%-14.7pp | 70.2%-15.7pp |
| Annual return | 14.34% | 24.12%-9.8pp | 30.76%-16.4pp | 29.38%-15.0pp |
| Employer contribution / active EE | $888 | $1,557-43.0% | $2,500-64.5% | $2,177-59.2% |
| Participant deferral / active EE | $1,331 | $2,550-47.8% | $3,603-63.1% | $3,514-62.1% |
| Admin fee / account holder | $44 | $532-91.8% | $5,418-99.2% | $847-94.9% |