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 25 · EIN 04-2647786 | Directed Trustee | $19,488 |
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 | $32,060 | $27,330+17.3% | $67,711-52.7% | $55,191-41.9% |
| Participation rate | 19.1% | 47.5%-28.4pp | 67.5%-48.4pp | 69.2%-50.1pp |
| Annual return | 13.27% | 8.81%+4.5pp | 25.41%-12.1pp | 10.78%+2.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,423 | $1,709-16.7% | $3,585-60.3% | $3,046-53.3% |
| Admin fee / account holder | $68 | $109-37.9% | $4,255-98.4% | $91-25.2% |