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 59-2937883 | Other Commissions | $7,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | $481 |
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 | $33,069 | $28,416+16.4% | $73,545-55.0% | $69,631-52.5% |
| Participation rate | 18.3% | 38.3%-20.0pp | 54.9%-36.6pp | 70.7%-52.4pp |
| Annual return | 15.83% | -694.13%+710.0pp | -15.16%+31.0pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $79 | $430-81.5% | $1,219-93.5% | $2,032-96.1% |
| Participant deferral / active EE | $727 | $897-19.0% | $1,806-59.8% | $3,224-77.5% |
| Admin fee / account holder | $4 | $104-96.0% | $2,320-99.8% | $110-96.2% |