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 27-3463733 | Advisory (Plan) | $27,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,725 |
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 | $53,447 | $35,485+50.6% | $74,550-28.3% | $55,725-4.1% |
| Participation rate | 50.7% | 62.5%-11.8pp | 69.1%-18.4pp | 70.9%-20.1pp |
| Annual return | -6.39% | 0.72%-7.1pp | 32.53%-38.9pp | 244.93%-251.3pp |
| Employer contribution / active EE | $257 | $777-66.9% | $1,961-86.9% | $2,078-87.6% |
| Participant deferral / active EE | $2,451 | $2,181+12.4% | $3,108-21.1% | $3,356-26.9% |
| Admin fee / account holder | $187 | $114+63.6% | $5,060-96.3% | $115+62.4% |