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 25 · EIN 04-2647786 | Directed Trustee | $9,145 |
CARLSMITH BALL LLP1 year Service code 29 · EIN 99-0035220 | Legal | $7,062 |
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 | $62,204 | $23,224+167.8% | $71,086-12.5% | $55,725+11.6% |
| Participation rate | 58.0% | 37.9%+20.2pp | 54.7%+3.4pp | 70.9%-12.8pp |
| Annual return | -7.23% | -2.87%-4.4pp | 650.59%-657.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $378 | $436-13.3% | $1,088-65.2% | $2,078-81.8% |
| Participant deferral / active EE | $3,099 | $929+233.5% | $1,874+65.3% | $3,356-7.7% |
| Admin fee / account holder | $73 | $118-38.1% | $3,082-97.6% | $115-36.6% |