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 68-0005849 | Other Fees | $0 |
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 | $46,213 | $63,924-27.7% | $108,579-57.4% | $55,167-16.2% |
| Participation rate | 63.8% | 74.3%-10.6pp | 79.6%-15.8pp | 69.0%-5.2pp |
| Annual return | 7.91% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,378 | $1,879-26.6% | $3,758-63.3% | $1,963-29.8% |
| Participant deferral / active EE | $2,456 | $3,067-19.9% | $4,311-43.0% | $3,054-19.6% |
| Admin fee / account holder | $20 | $618-96.8% | $7,645-99.7% | $504-96.1% |