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 · EIN 71-0294708 | Advisory (Plan) | $4,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $109,719 | $80,753+35.9% | $136,294-19.5% | $62,292+76.1% |
| Participation rate | 48.0% | 73.5%-25.6pp | 81.9%-34.0pp | 69.5%-21.5pp |
| Annual return | 19.31% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,134 | $5,164-0.6% | $6,247-17.8% | $3,169+62.0% |
| Admin fee / account holder | $18 | $525-96.6% | $9,243-99.8% | $479-96.2% |