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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $44,526 | $46,966-5.2% | $185,117-75.9% | $69,631-36.1% |
| Participation rate | 34.3% | 65.3%-31.0pp | 77.3%-43.0pp | 70.7%-36.4pp |
| Annual return | 15.16% | 22.36%-7.2pp | 40.50%-25.3pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $339 | $1,360-75.1% | $4,182-91.9% | $2,032-83.3% |
| Participant deferral / active EE | $1,217 | $3,017-59.7% | $5,045-75.9% | $3,224-62.2% |
| Admin fee / account holder | $85 | $94-8.9% | $8,159-99.0% | $110-22.6% |