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 93-0987232 | Advisory (Plan) | $76,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,101 |
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 | $61,051 | $88,122-30.7% | $141,162-56.8% | $67,579-9.7% |
| Participation rate | 68.0% | 76.5%-8.4pp | 82.5%-14.5pp | 71.3%-3.3pp |
| Annual return | 26.77% | 75.40%-48.6pp | 71.39%-44.6pp | 378.56%-351.8pp |
| Employer contribution / active EE | $1,937 | $3,224-39.9% | $4,735-59.1% | $2,148-9.8% |
| Participant deferral / active EE | $6,423 | $5,958+7.8% | $6,709-4.3% | $3,539+81.5% |
| Admin fee / account holder | $282 | $131+115.3% | $10,261-97.3% | $142+98.0% |