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 | $9,291 |
Service code 37 · EIN 04-2647786 | Loan Processing | $644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,832 | $58,726-50.9% | $92,233-68.7% | $62,292-53.7% |
| Participation rate | 60.6% | 68.3%-7.7pp | 76.5%-15.8pp | 69.5%-8.9pp |
| Annual return | 22.66% | 43.62%-21.0pp | 176.28%-153.6pp | 28.90%-6.2pp |
| Employer contribution / active EE | $179 | $2,392-92.5% | $3,679-95.1% | $2,042-91.2% |
| Participant deferral / active EE | $2,329 | $2,766-15.8% | $3,897-40.2% | $3,169-26.5% |
| Admin fee / account holder | $4 | $556-99.3% | $5,194-99.9% | $479-99.1% |