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 | Consulting (pension); Trustee (discre... | $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 | $110,483-63.7% | $145,433-72.5% | $79,634-49.7% |
| Participation rate | 64.9% | 71.1%-6.2pp | 82.1%-17.2pp | 62.5%+2.4pp |
| Annual return | 16.78% | 24.62%-7.8pp | 66.58%-49.8pp | 36.46%-19.7pp |
| Employer contribution / active EE | $580 | $4,053-85.7% | $4,554-87.3% | $2,529-77.1% |
| Participant deferral / active EE | $3,091 | $7,216-57.2% | $7,897-60.9% | $3,835-19.4% |
| Admin fee / account holder | $128 | $680-81.2% | $13,129-99.0% | $1,002-87.2% |