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 27 | Advisory (Plan) | $5,475 |
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 | $59,914 | $47,977+24.9% | $154,107-61.1% | $56,287+6.4% |
| Participation rate | 50.5% | 66.2%-15.7pp | 83.0%-32.6pp | 69.9%-19.4pp |
| Annual return | -3.70% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,252 | $2,169+3.8% | $5,298-57.5% | $2,111+6.7% |
| Participant deferral / active EE | $1,834 | $2,392-23.3% | $5,081-63.9% | $3,350-45.2% |
| Admin fee / account holder | $123 | $438-72.0% | $13,411-99.1% | $521-76.4% |