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 55 · EIN 38-2722519 | Other Commissions | $6,449 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,341 | $39,019-9.4% | $80,716-56.2% | $85,850-58.8% |
| Participation rate | 38.5% | 41.5%-3.0pp | 54.2%-15.6pp | 69.3%-30.8pp |
| Annual return | 9.58% | 26.27%-16.7pp | 87.28%-77.7pp | 318.53%-309.0pp |
| Employer contribution / active EE | $416 | $722-42.3% | $1,160-64.1% | $2,565-83.8% |
| Participant deferral / active EE | $1,138 | $1,326-14.1% | $2,146-46.9% | $3,952-71.2% |
| Admin fee / account holder | $1 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |