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 99 · EIN 47-1411118 | Other Fees | $14,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,781 | $49,915-4.3% | $154,803-69.1% | $74,304-35.7% |
| Participation rate | 57.9% | 54.0%+3.9pp | 78.1%-20.2pp | 60.3%-2.5pp |
| Annual return | 14.37% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,552 | $1,611-3.7% | $4,305-64.0% | $2,241-30.8% |
| Participant deferral / active EE | $4,351 | $2,255+93.0% | $5,540-21.5% | $3,767+15.5% |
| Admin fee / account holder | $256 | $2,189-88.3% | $14,329-98.2% | $2,969-91.4% |