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 | $3,820 |
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 | $165,666 | $102,514+61.6% | $97,995+69.1% | $62,292+165.9% |
| Participation rate | 69.0% | 79.5%-10.5pp | 82.4%-13.4pp | 69.5%-0.5pp |
| Annual return | 19.54% | 32.43%-12.9pp | 23.94%-4.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $3,179 | $3,689-13.8% | $4,158-23.6% | $2,042+55.7% |
| Participant deferral / active EE | $5,788 | $5,308+9.1% | $5,097+13.6% | $3,169+82.6% |
| Admin fee / account holder | $18 | $378-95.2% | $5,943-99.7% | $479-96.2% |