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 4-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 27-2233898 | Advisory (Plan) | $13,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,993 | $87,125-85.1% | $108,410-88.0% | $86,799-85.0% |
| Participation rate | 63.0% | 80.5%-17.6pp | 80.1%-17.2pp | 72.3%-9.3pp |
| Annual return | 0.00% | 25.21%-25.2pp | 905.27%-905.3pp | 97.91%-97.9pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,527 | $6,944-20.4% | $6,563-15.8% | $4,131+33.8% |
| Admin fee / account holder | $47 | $130-64.2% | $7,295-99.4% | $170-72.5% |