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 27 · EIN 71-0294708 | Advisory (Plan) | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,563 | $50,898+32.7% | $171,082-60.5% | $55,167+22.5% |
| Participation rate | 43.0% | 63.3%-20.3pp | 76.7%-33.7pp | 69.0%-26.0pp |
| Annual return | 7.42% | 15.34%-7.9pp | 32.56%-25.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,206 | $2,994-26.3% | $4,797-54.0% | $3,054-27.8% |
| Admin fee / account holder | $14 | $500-97.1% | $8,520-99.8% | $504-97.2% |