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 27 | Advisory (Plan) | $5,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,273 | $54,229-31.3% | $70,092-46.8% | $68,494-45.6% |
| Participation rate | 38.8% | 64.5%-25.7pp | 70.5%-31.7pp | 67.9%-29.1pp |
| Annual return | -18.69% | -13.87%-4.8pp | 190.73%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,357 | $2,956-20.2% | $3,849-38.7% | $4,027-41.5% |
| Admin fee / account holder | $263 | $4,694-94.4% | $6,267-95.8% | $5,403-95.1% |