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 14 · EIN 81-0448832 | Plan Administrator | $5,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,763 | $56,443-80.9% | $83,848-87.2% | $55,725-80.7% |
| Participation rate | 50.5% | 72.0%-21.5pp | 76.1%-25.6pp | 70.9%-20.3pp |
| Annual return | -5.96% | 393.67%-399.6pp | 850.88%-856.8pp | 244.93%-250.9pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,546 | $2,965-47.9% | $4,082-62.1% | $3,356-53.9% |
| Admin fee / account holder | $100 | $156-36.2% | $5,478-98.2% | $115-13.4% |