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 21 · EIN 39-0394950 | Bank Trustee | $9,457 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,094 | $125,758-37.9% | $169,993-54.1% | $75,163+3.9% |
| Participation rate | 68.2% | 83.6%-15.4pp | 87.0%-18.8pp | 67.2%+1.0pp |
| Annual return | 13.32% | 27.20%-13.9pp | 53.37%-40.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,889 | $4,615-59.1% | $6,785-72.2% | $2,670-29.2% |
| Participant deferral / active EE | $3,758 | $6,837-45.0% | $10,408-63.9% | $4,125-8.9% |
| Admin fee / account holder | $85 | $8,173-99.0% | $12,815-99.3% | $5,651-98.5% |