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 | $5,259 |
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 | $13,473 | $66,601-79.8% | $92,893-85.5% | $67,579-80.1% |
| Participation rate | 53.5% | 72.5%-19.0pp | 76.0%-22.5pp | 71.3%-17.8pp |
| Annual return | 21.61% | 92.58%-71.0pp | 109.41%-87.8pp | 378.56%-356.9pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,560 | $3,157-50.6% | $4,236-63.2% | $3,539-55.9% |
| Admin fee / account holder | $108 | $199-45.9% | $5,794-98.1% | $142-24.4% |