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 13-2638166 | Advisory (Plan) | $18,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $556 |
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 | $95,125 | $89,652+6.1% | $141,162-32.6% | $65,185+45.9% |
| Participation rate | 59.0% | 74.7%-15.7pp | 82.5%-23.4pp | 70.2%-11.2pp |
| Annual return | 23.79% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $4,063 | $3,065+32.6% | $4,735-14.2% | $2,177+86.7% |
| Participant deferral / active EE | $3,198 | $5,691-43.8% | $6,709-52.3% | $3,514-9.0% |
| Admin fee / account holder | $206 | $569-63.7% | $10,261-98.0% | $847-75.6% |