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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $36,909 |
J W THOMPSON INVESTMENTS4 years Service code 16 · EIN 80-0022018 | Consulting | $27,006 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $67,727 | $52,293+29.5% | $178,490-62.1% | $73,409-7.7% |
| Participation rate | 43.1% | 65.3%-22.3pp | 81.9%-38.9pp | 72.2%-29.1pp |
| Annual return | 15.05% | 34.75%-19.7pp | 151.07%-136.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $771 | $1,735-55.5% | $5,011-84.6% | $2,234-65.5% |
| Participant deferral / active EE | $1,390 | $2,332-40.4% | $5,202-73.3% | $3,805-63.5% |
| Admin fee / account holder | $181 | $127+42.4% | $13,984-98.7% | $158+14.8% |