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 8-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 66 | Insurance mortality and expense charg... | $6,945 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,776 | $54,045-85.6% | $115,157-93.2% | $65,185-88.1% |
| Participation rate | 23.6% | 63.5%-40.0pp | 75.9%-52.3pp | 70.2%-46.6pp |
| Annual return | 579.85% | 26.55%+553.3pp | 35.60%+544.3pp | 29.38%+550.5pp |
| Employer contribution / active EE | $567 | $1,653-65.7% | $3,179-82.2% | $2,177-74.0% |
| Participant deferral / active EE | $818 | $2,504-67.3% | $4,168-80.4% | $3,514-76.7% |
| Admin fee / account holder | $0 | $626-100.0% | $7,088-100.0% | $847-100.0% |