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 55 · EIN 35-2552359 | Other Commissions | $8,825 |
Service code 55 · EIN 38-1961943 | Other Commissions | $6,392 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,736 | $65,376-34.6% | $87,100-50.9% | $65,185-34.4% |
| Participation rate | 64.0% | 75.3%-11.3pp | 76.9%-12.9pp | 70.2%-6.2pp |
| Annual return | 9.66% | 31.27%-21.6pp | 28.19%-18.5pp | 29.38%-19.7pp |
| Employer contribution / active EE | $1,202 | $1,822-34.1% | $2,521-52.3% | $2,177-44.8% |
| Participant deferral / active EE | $2,012 | $3,388-40.6% | $4,049-50.3% | $3,514-42.7% |
| Admin fee / account holder | $15 | $520-97.1% | $7,497-99.8% | $847-98.2% |