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 | $6,861 |
Service code 55 · EIN 59-2937883 | Other Commissions | $3,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $519 |
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 | $32,686 | $25,302+29.2% | $74,701-56.2% | $67,579-51.6% |
| Participation rate | 40.1% | 37.8%+2.3pp | 54.5%-14.3pp | 71.3%-31.2pp |
| Annual return | 28.25% | 10291.17%-10262.9pp | 752.92%-724.7pp | 378.56%-350.3pp |
| Employer contribution / active EE | $412 | $446-7.8% | $1,084-62.0% | $2,148-80.8% |
| Participant deferral / active EE | $1,627 | $954+70.5% | $1,964-17.2% | $3,539-54.0% |
| Admin fee / account holder | $3 | $108-96.8% | $3,333-99.9% | $142-97.6% |