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 61-1758632 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,916-100.0% | $156,549-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 84.0%-84.0pp | 70.2%-70.2pp |
| Annual return | 5.51% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $920 | $1,571-41.4% | $5,501-83.3% | $1,974-53.4% |
| Participant deferral / active EE | $555 | $1,926-71.2% | $4,871-88.6% | $3,061-81.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |