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 26 · EIN 71-0294708 | Advisory (Participants) | $672 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,702 | $47,977-8.9% | $154,107-71.6% | $56,287-22.4% |
| Participation rate | 68.7% | 66.2%+2.5pp | 83.0%-14.4pp | 69.9%-1.2pp |
| Annual return | -7.26% | 3.54%-10.8pp | 735.12%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $879 | $2,169-59.5% | $5,298-83.4% | $2,111-58.4% |
| Participant deferral / active EE | $4,629 | $2,392+93.5% | $5,081-8.9% | $3,350+38.2% |
| Admin fee / account holder | $42 | $438-90.5% | $13,411-99.7% | $521-92.0% |