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 4-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) | $350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,114 | $57,016-98.0% | $84,966-98.7% | $80,856-98.6% |
| Participation rate | 93.6% | 56.3%+37.3pp | 67.5%+26.1pp | 67.6%+26.0pp |
| Annual return | 15.74% | 21.66%-5.9pp | 66.38%-50.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,128 | $3,110-31.6% | $4,519-52.9% | $4,296-50.5% |
| Admin fee / account holder | $27 | $4,980-99.5% | $6,149-99.6% | $6,918-99.6% |