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 25 · EIN 04-2647786 | Directed Trustee | $5,515 |
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 | $41,537 | $64,909-36.0% | $82,313-49.5% | $62,292-33.3% |
| Participation rate | 55.1% | 74.9%-19.8pp | 76.9%-21.8pp | 69.5%-14.5pp |
| Annual return | 16.54% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.4pp |
| Employer contribution / active EE | $509 | $1,676-69.6% | $2,428-79.0% | $2,042-75.1% |
| Participant deferral / active EE | $1,374 | $3,103-55.7% | $3,706-62.9% | $3,169-56.7% |
| Admin fee / account holder | $58 | $440-86.8% | $5,608-99.0% | $479-87.9% |