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 25 · EIN 04-2647786 | Directed Trustee | $4,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,901 | $89,553+62.9% | $81,367+79.3% | $52,331+178.8% |
| Participation rate | 65.7% | 82.2%-16.6pp | 82.3%-16.6pp | 68.1%-2.4pp |
| Annual return | 1.78% | 4.41%-2.6pp | -0.92%+2.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $2,655 | $3,780-29.8% | $3,930-32.4% | $1,882+41.1% |
| Participant deferral / active EE | $6,007 | $5,359+12.1% | $5,383+11.6% | $3,022+98.8% |
| Admin fee / account holder | $21 | $1,914-98.9% | $8,926-99.8% | $592-96.4% |