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 27 · EIN 80-0024967 | Advisory (Plan) | $13,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,449 | $56,357-63.7% | $104,294-80.4% | $68,494-70.1% |
| Participation rate | 52.5% | 63.3%-10.8pp | 73.3%-20.8pp | 67.9%-15.4pp |
| Annual return | -14.32% | -9.19%-5.1pp | 24.61%-38.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,639 | $1,960-16.4% | $3,372-51.4% | $2,596-36.9% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $105 | $4,903-97.8% | $7,339-98.6% | $5,403-98.0% |