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 99 · EIN 71-0294708 | Other Fees | $650 |
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 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 | $78,005 | $63,114+23.6% | $92,893-16.0% | $65,185+19.7% |
| Participation rate | 60.6% | 68.8%-8.1pp | 76.0%-15.4pp | 70.2%-9.6pp |
| Annual return | 20.29% | 28.75%-8.5pp | 109.41%-89.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $395 | $2,571-84.6% | $3,653-89.2% | $2,177-81.9% |
| Participant deferral / active EE | $4,030 | $3,108+29.6% | $4,236-4.9% | $3,514+14.7% |
| Admin fee / account holder | $4 | $624-99.4% | $5,794-99.9% | $847-99.5% |