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 | $15,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $981 |
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 | $42,296 | $73,638-42.6% | $95,952-55.9% | $73,488-42.4% |
| Participation rate | 61.8% | 76.2%-14.4pp | 77.1%-15.3pp | 70.7%-8.9pp |
| Annual return | 7.83% | 16.78%-9.0pp | 91.61%-83.8pp | 28.51%-20.7pp |
| Employer contribution / active EE | $1,313 | $1,863-29.5% | $2,541-48.3% | $2,270-42.2% |
| Participant deferral / active EE | $2,519 | $3,617-30.4% | $4,167-39.6% | $3,740-32.6% |
| Admin fee / account holder | $6 | $482-98.7% | $6,795-99.9% | $513-98.7% |