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 7-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) | $7,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,284 | $44,734-63.6% | $99,443-83.6% | $67,579-75.9% |
| Participation rate | 38.6% | 66.2%-27.6pp | 73.8%-35.3pp | 71.3%-32.7pp |
| Annual return | 99.71% | 32.45%+67.3pp | 30.72%+69.0pp | 378.56%-278.8pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,432 | $2,731+25.7% | $3,619-5.2% | $3,539-3.0% |
| Admin fee / account holder | $61 | $120-49.3% | $6,250-99.0% | $142-57.4% |