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 52 · EIN 35-0145825 | Indirect Investment Fees | $3,010 |
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 | $19,095 | $44,221-56.8% | $121,196-84.2% | $56,287-66.1% |
| Participation rate | 69.0% | 61.1%+8.0pp | 71.7%-2.7pp | 69.9%-0.8pp |
| Annual return | -1.30% | -3.58%+2.3pp | 16.93%-18.2pp | -9.96%+8.7pp |
| Employer contribution / active EE | $252 | $1,480-83.0% | $4,022-93.7% | $2,111-88.1% |
| Participant deferral / active EE | $1,059 | $2,521-58.0% | $3,344-68.3% | $3,350-68.4% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |