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 71-0294708 PO BOX 990067 · HARTFORD, CT 861990067 | 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 | $44,615 | $52,639-15.2% | $185,117-75.9% | $62,292-28.4% |
| Participation rate | 30.2% | 63.9%-33.6pp | 77.3%-47.0pp | 69.5%-39.3pp |
| Annual return | 20.62% | 19.57%+1.0pp | 40.50%-19.9pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,212 | $3,097-60.9% | $5,045-76.0% | $3,169-61.8% |
| Admin fee / account holder | $3 | $374-99.3% | $8,159-100.0% | $479-99.5% |