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 12 · EIN 48-1205033 | Sub-transfer agency fees; Float reven... | $1,009 |
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 | $27,520 | $43,999-37.5% | $79,464-65.4% | $55,725-50.6% |
| Participation rate | 43.1% | 66.9%-23.9pp | 73.3%-30.3pp | 70.9%-27.8pp |
| Annual return | 8.42% | 1.81%+6.6pp | 718.14%-709.7pp | 244.93%-236.5pp |
| Employer contribution / active EE | $1,179 | $1,830-35.6% | $2,800-57.9% | $2,078-43.3% |
| Participant deferral / active EE | $1,582 | $2,538-37.7% | $3,704-57.3% | $3,356-52.9% |
| Admin fee / account holder | $203 | $118+72.7% | $5,113-96.0% | $115+76.2% |