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 21 · EIN 66-0561870 | Bank Trustee | $1,100 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,716 | $50,815-65.1% | $155,509-88.6% | $77,643-77.2% |
| Participation rate | 66.6% | 63.1%+3.5pp | 78.2%-11.6pp | 70.6%-4.0pp |
| Annual return | 9.37% | 34.80%-25.4pp | 64.67%-55.3pp | 31.24%-21.9pp |
| Employer contribution / active EE | $235 | $1,993-88.2% | $4,672-95.0% | $2,726-91.4% |
| Participant deferral / active EE | $1,000 | $2,822-64.6% | $5,626-82.2% | $4,647-78.5% |
| Admin fee / account holder | $3 | $437-99.4% | $15,912-100.0% | $430-99.3% |