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 9-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 43-1451524 | Advisory (Plan) | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,304 | $61,473-58.8% | $81,930-69.1% | $73,409-65.5% |
| Participation rate | 35.2% | 72.4%-37.2pp | 72.0%-36.8pp | 72.2%-37.0pp |
| Annual return | 14.48% | 28.26%-13.8pp | 29.49%-15.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $582 | $1,898-69.4% | $4,310-86.5% | $2,234-74.0% |
| Participant deferral / active EE | $444 | $3,080-85.6% | $7,107-93.7% | $3,805-88.3% |
| Admin fee / account holder | $47 | $125-62.7% | $5,158-99.1% | $158-70.4% |