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 62-1291257 | Trustee (discretionary); Claims proce... | $114,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,055 | $119,446-66.5% | $150,045-73.3% | $85,563-53.2% |
| Participation rate | 64.9% | 75.4%-10.5pp | 82.3%-17.4pp | 66.0%-1.1pp |
| Annual return | 16.78% | 23.72%-6.9pp | 62.55%-45.8pp | 31.51%-14.7pp |
| Employer contribution / active EE | $580 | $4,078-85.8% | $4,693-87.7% | $2,654-78.2% |
| Participant deferral / active EE | $3,091 | $7,985-61.3% | $7,997-61.4% | $4,375-29.4% |
| Admin fee / account holder | $128 | $548-76.6% | $13,435-99.0% | $834-84.7% |