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 19 · EIN 74-1625348 | Securities Custodian | $17,310 |
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.
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 | $23,567 | $61,156-61.5% | $185,823-87.3% | $79,386-70.3% |
| Participation rate | 64.8% | 66.6%-1.8pp | 81.7%-16.9pp | 70.7%-5.9pp |
| Annual return | 10.74% | 19.45%-8.7pp | 122.05%-111.3pp | 116.85%-106.1pp |
| Employer contribution / active EE | $597 | $2,321-74.3% | $5,167-88.4% | $2,427-75.4% |
| Participant deferral / active EE | $2,411 | $2,789-13.5% | $5,568-56.7% | $4,046-40.4% |
| Admin fee / account holder | $67 | $710-90.6% | $16,237-99.6% | $626-89.3% |